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 9-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 | $28,416 | $117,983-75.9% | $101,794-72.1% | $142,382-80.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.77% | 36.92%-18.1pp | 30.53%-11.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,251 | $2,773-18.8% | $2,289-1.7% | $4,299-47.7% |
| Participant deferral / active EE | $3,025 | $4,714-35.8% | $4,084-25.9% | $6,507-53.5% |
| Admin fee / account holder | $42 | $10,433-99.6% | $8,777-99.5% | $12,624-99.7% |