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 | $21,781 | $102,604-78.8% | $86,188-74.7% | $139,434-84.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 23.01% | 1922.51%-1899.5pp | 1168.45%-1145.4pp | 372.94%-349.9pp |
| Employer contribution / active EE | $1,411 | $3,032-53.5% | $2,380-40.7% | $4,751-70.3% |
| Participant deferral / active EE | $8,198 | $4,676+75.3% | $3,985+105.7% | $6,710+22.2% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |