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 | $94,558 | $115,770-18.3% | $101,248-6.6% | $158,922-40.5% |
| Participation rate | 73.3% | 79.4%-6.0pp | 75.8%-2.5pp | 82.0%-8.6pp |
| Annual return | 331.47% | 56.14%+275.3pp | 46.47%+285.0pp | 302.83%+28.6pp |
| Employer contribution / active EE | $1,119 | $4,175-73.2% | $3,660-69.4% | $4,761-76.5% |
| Participant deferral / active EE | $1,643 | $4,957-66.9% | $4,370-62.4% | $5,982-72.5% |
| Admin fee / account holder | $228 | $7,245-96.8% | $5,945-96.2% | $11,246-98.0% |