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 10-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 | $69,763 | $107,334-35.0% | $92,893-24.9% | $152,861-54.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 23.70% | 145.58%-121.9pp | 109.41%-85.7pp | 345.32%-321.6pp |
| Employer contribution / active EE | $7,794 | $4,221+84.7% | $3,653+113.4% | $4,762+63.7% |
| Participant deferral / active EE | $5,947 | $4,845+22.8% | $4,236+40.4% | $5,850+1.7% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |