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 7-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 | $27,989 | $110,261-74.6% | $95,745-70.8% | $139,434-79.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.88% | 27.11%-4.2pp | 28.35%-5.5pp | 372.94%-350.1pp |
| Employer contribution / active EE | $1,814 | $3,257-44.3% | $2,835-36.0% | $4,751-61.8% |
| Participant deferral / active EE | $9,266 | $4,676+98.2% | $4,245+118.3% | $6,710+38.1% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |