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 6-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 | $31,958 | $148,534-78.5% | $135,903-76.5% | $139,434-77.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.95% | 79.19%-57.2pp | 68.23%-46.3pp | 372.94%-351.0pp |
| Employer contribution / active EE | $1,510 | $5,243-71.2% | $4,856-68.9% | $4,751-68.2% |
| Participant deferral / active EE | $3,194 | $8,100-60.6% | $7,758-58.8% | $6,710-52.4% |
| Admin fee / account holder | $22 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |