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 5-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 | $34,484 | $69,207-50.2% | $64,056-46.2% | $139,434-75.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.18% | 45.88%-26.7pp | 33.69%-14.5pp | 372.94%-353.8pp |
| Employer contribution / active EE | $6,786 | $3,182+113.3% | $2,747+147.1% | $4,751+42.8% |
| Participant deferral / active EE | $6,149 | $4,682+31.3% | $3,880+58.5% | $6,710-8.4% |
| Admin fee / account holder | $15 | $4,244-99.7% | $3,068-99.5% | $11,403-99.9% |