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 | $53,354 | $105,998-49.7% | $92,233-42.2% | $147,584-63.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.68% | 50.05%-35.4pp | 176.28%-161.6pp | 578.55%-563.9pp |
| Employer contribution / active EE | $1,734 | $4,333-60.0% | $3,679-52.9% | $4,876-64.4% |
| Participant deferral / active EE | $2,485 | $4,478-44.5% | $3,897-36.2% | $5,439-54.3% |
| Admin fee / account holder | $137 | $6,332-97.8% | $5,194-97.4% | $10,885-98.7% |