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 9-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 | $37,708 | $118,849-68.3% | $96,562-60.9% | $167,490-77.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 9.04% | 50.49%-41.4pp | 37.78%-28.7pp | 478.56%-469.5pp |
| Employer contribution / active EE | $2,426 | $3,120-22.2% | $2,356+2.9% | $4,837-49.9% |
| Participant deferral / active EE | $7,429 | $4,616+60.9% | $3,849+93.0% | $6,341+17.1% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |