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 | $38,182 | $111,754-65.8% | $103,333-63.1% | $145,922-73.8% |
| Participation rate | 95.8% | 77.9%+17.9pp | 74.5%+21.3pp | 80.3%+15.6pp |
| Annual return | 35.18% | 24.77%+10.4pp | 24.88%+10.3pp | 561.29%-526.1pp |
| Employer contribution / active EE | $16,667 | $4,212+295.7% | $3,868+330.9% | $4,660+257.7% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $5,057-100.0% | $6,688-100.0% |
| Admin fee / account holder | $102 | $9,750-99.0% | $8,355-98.8% | $13,397-99.2% |