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 | $35,015 | $103,376-66.1% | $87,100-59.8% | $152,861-77.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 24.66% | 28.10%-3.4pp | 28.19%-3.5pp | 345.32%-320.7pp |
| Employer contribution / active EE | $4,365 | $3,220+35.5% | $2,521+73.1% | $4,762-8.3% |
| Participant deferral / active EE | $10,624 | $4,778+122.4% | $4,049+162.4% | $5,850+81.6% |
| Admin fee / account holder | $51 | $12,205-99.6% | $7,497-99.3% | $11,596-99.6% |