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 10-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 | $25,765 | $99,020-74.0% | $86,590-70.2% | $147,584-82.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 23.24% | 1312.34%-1289.1pp | 964.84%-941.6pp | 578.55%-555.3pp |
| Employer contribution / active EE | $5,055 | $3,132+61.4% | $2,839+78.0% | $4,876+3.7% |
| Participant deferral / active EE | $3,445 | $3,972-13.3% | $3,609-4.5% | $5,439-36.7% |
| Admin fee / account holder | $17 | $5,710-99.7% | $4,906-99.7% | $10,885-99.8% |