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 4-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 | $63,440 | $108,919-41.8% | $100,391-36.8% | $145,922-56.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.36% | 57.88%-42.5pp | 49.20%-33.8pp | 561.29%-545.9pp |
| Employer contribution / active EE | $2,450 | $4,419-44.6% | $3,942-37.9% | $4,660-47.4% |
| Participant deferral / active EE | $6,378 | $8,445-24.5% | $8,082-21.1% | $6,688-4.6% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |