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 6-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 | $28,165 | $102,604-72.5% | $86,188-67.3% | $139,434-79.8% |
| Participation rate | 88.2% | 74.5%+13.7pp | 69.0%+19.3pp | 80.3%+7.9pp |
| Annual return | 21.60% | 1922.51%-1900.9pp | 1168.45%-1146.9pp | 372.94%-351.3pp |
| Employer contribution / active EE | $2,695 | $3,032-11.1% | $2,380+13.2% | $4,751-43.3% |
| Participant deferral / active EE | $5,243 | $4,676+12.1% | $3,985+31.6% | $6,710-21.9% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |