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 | $32,864 | $111,535-70.5% | $105,223-68.8% | $137,256-76.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 19.09% | 237.85%-218.8pp | 180.65%-161.6pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,754 | $3,939-55.5% | $3,689-52.5% | $4,156-57.8% |
| Participant deferral / active EE | $2,834 | $5,500-48.5% | $5,072-44.1% | $6,407-55.8% |
| Admin fee / account holder | $20 | $9,721-99.8% | $8,859-99.8% | $12,270-99.8% |