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 3-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 | $12,236 | $104,974-88.3% | $95,585-87.2% | $142,382-91.4% |
| Participation rate | 71.4% | 75.0%-3.5pp | 72.1%-0.6pp | 80.1%-8.7pp |
| Annual return | 343.42% | 210.33%+133.1pp | 38.56%+304.9pp | 217.08%+126.3pp |
| Employer contribution / active EE | $712 | $2,779-74.4% | $2,527-71.8% | $4,299-83.4% |
| Participant deferral / active EE | $797 | $4,352-81.7% | $4,023-80.2% | $6,507-87.7% |
| Admin fee / account holder | $27 | $6,386-99.6% | $6,127-99.6% | $12,624-99.8% |