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 | $65,459 | $105,998-38.2% | $92,233-29.0% | $147,584-55.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.68% | 50.05%-33.4pp | 176.28%-159.6pp | 578.55%-561.9pp |
| Employer contribution / active EE | $7,503 | $4,333+73.2% | $3,679+103.9% | $4,876+53.9% |
| Participant deferral / active EE | $6,296 | $4,478+40.6% | $3,897+61.6% | $5,439+15.8% |
| Admin fee / account holder | $292 | $6,332-95.4% | $5,194-94.4% | $10,885-97.3% |