See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,708 | $214,378-81.5% | $200,582-80.2% | $142,382-72.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.26% | 46.41%-27.1pp | 42.33%-23.1pp | 217.08%-197.8pp |
| Employer contribution / active EE | $3,154 | $6,841-53.9% | $6,419-50.9% | $4,299-26.6% |
| Participant deferral / active EE | $6,307 | $9,865-36.1% | $9,331-32.4% | $6,507-3.1% |
| Admin fee / account holder | $90 | $17,692-99.5% | $16,305-99.5% | $12,624-99.3% |