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 | $38,019 | $201,272-81.1% | $184,203-79.4% | $145,922-73.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.17% | 29.00%-10.8pp | 28.81%-10.6pp | 561.29%-543.1pp |
| Employer contribution / active EE | $3,931 | $7,022-44.0% | $6,427-38.8% | $4,660-15.6% |
| Participant deferral / active EE | $17,887 | $9,806+82.4% | $9,131+95.9% | $6,688+167.5% |
| Admin fee / account holder | $166 | $16,364-99.0% | $13,901-98.8% | $13,397-98.8% |