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 | $40,581 | $67,823-40.2% | $52,425-22.6% | $137,256-70.4% |
| Participation rate | 81.8% | 63.9%+17.9pp | 55.6%+26.2pp | 80.0%+1.9pp |
| Annual return | 12.78% | 219.11%-206.3pp | 302.12%-289.3pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,029 | $1,163-11.5% | $914+12.6% | $4,156-75.2% |
| Participant deferral / active EE | $1,043 | $2,288-54.4% | $1,790-41.7% | $6,407-83.7% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |