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 6-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 | $35,285 | $97,125-63.7% | $86,233-59.1% | $137,256-74.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 13.60% | 74.19%-60.6pp | 61.39%-47.8pp | 220.34%-206.7pp |
| Employer contribution / active EE | $5,974 | $2,841+110.3% | $2,504+138.6% | $4,156+43.7% |
| Participant deferral / active EE | $2,782 | $5,180-46.3% | $4,559-39.0% | $6,407-56.6% |
| Admin fee / account holder | $8 | $9,725-99.9% | $8,342-99.9% | $12,270-99.9% |