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 | $28,468 | $158,398-82.0% | $126,539-77.5% | $142,382-80.0% |
| Participation rate | 83.3% | 75.8%+7.5pp | 69.8%+13.5pp | 80.1%+3.2pp |
| Annual return | 17.27% | 593.76%-576.5pp | 425.95%-408.7pp | 217.08%-199.8pp |
| Employer contribution / active EE | $3,268 | $4,650-29.7% | $3,674-11.0% | $4,299-24.0% |
| Participant deferral / active EE | $2,703 | $4,767-43.3% | $4,083-33.8% | $6,507-58.5% |
| Admin fee / account holder | $194 | $6,918-97.2% | $6,065-96.8% | $12,624-98.5% |