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 | $32,948 | $96,484-65.9% | $75,886-56.6% | $152,861-78.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 48.44% | 33.98%+14.5pp | 30.76%+17.7pp | 345.32%-296.9pp |
| Employer contribution / active EE | $28,000 | $3,309+746.1% | $2,500+1019.8% | $4,762+488.0% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,603-100.0% | $5,850-100.0% |
| Admin fee / account holder | $76 | $8,078-99.1% | $5,418-98.6% | $11,596-99.3% |