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 8-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 | $24,239 | $117,983-79.5% | $101,794-76.2% | $142,382-83.0% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 15.82% | 36.92%-21.1pp | 30.53%-14.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,216 | $2,773-56.2% | $2,289-46.9% | $4,299-71.7% |
| Participant deferral / active EE | $1,725 | $4,714-63.4% | $4,084-57.8% | $6,507-73.5% |
| Admin fee / account holder | $10 | $10,433-99.9% | $8,777-99.9% | $12,624-99.9% |