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 | $28,813 | $105,860-72.8% | $90,749-68.3% | $134,475-78.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | 16.91% | -11.01%+27.9pp | -12.16%+29.1pp | 417.96%-401.1pp |
| Employer contribution / active EE | $1,113 | $3,462-67.8% | $2,921-61.9% | $4,740-76.5% |
| Participant deferral / active EE | $2,420 | $5,216-53.6% | $4,564-47.0% | $6,400-62.2% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |