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 | $16,829 | $53,822-68.7% | $75,696-77.8% | $85,850-80.4% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 43.76% | 24.54%+19.2pp | 104.53%-60.8pp | 318.53%-274.8pp |
| Employer contribution / active EE | $3,543 | $2,017+75.7% | $2,743+29.2% | $2,565+38.1% |
| Participant deferral / active EE | $4,233 | $2,895+46.2% | $3,821+10.8% | $3,952+7.1% |
| Admin fee / account holder | $20 | $3,343-99.4% | $3,619-99.4% | $6,260-99.7% |