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 3-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 | $22,088 | $172,111-87.2% | $150,298-85.3% | $137,256-83.9% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 360.27% | 69.37%+290.9pp | 62.79%+297.5pp | 220.34%+139.9pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,930 | $6,166-36.3% | $5,453-27.9% | $6,407-38.7% |
| Admin fee / account holder | $189 | $16,471-98.9% | $14,116-98.7% | $12,270-98.5% |