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 | $33,544 | $112,096-70.1% | $95,952-65.0% | $158,922-78.9% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 40.98% | 171.09%-130.1pp | 91.61%-50.6pp | 302.83%-261.8pp |
| Employer contribution / active EE | $2,081 | $3,198-34.9% | $2,541-18.1% | $4,761-56.3% |
| Participant deferral / active EE | $9,262 | $4,784+93.6% | $4,167+122.3% | $5,982+54.8% |
| Admin fee / account holder | $212 | $10,130-97.9% | $6,795-96.9% | $11,246-98.1% |