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 9-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 | $24,096 | $97,757-75.4% | $83,848-71.3% | $135,375-82.2% |
| Participation rate | 81.3% | 80.0%+1.3pp | 76.1%+5.1pp | 82.6%-1.4pp |
| Annual return | 1341.10% | 1287.37%+53.7pp | 850.88%+490.2pp | 519.73%+821.4pp |
| Employer contribution / active EE | $3,250 | $4,222-23.0% | $3,631-10.5% | $4,779-32.0% |
| Participant deferral / active EE | $5,762 | $4,682+23.1% | $4,082+41.2% | $5,609+2.7% |
| Admin fee / account holder | $94 | $6,674-98.6% | $5,478-98.3% | $10,827-99.1% |