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 | $47,557 | $73,515-35.3% | $62,995-24.5% | $147,584-67.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.33% | 175.43%-162.1pp | 87.57%-74.2pp | 578.55%-565.2pp |
| Employer contribution / active EE | $7,939 | $3,320+139.1% | $2,759+187.8% | $4,876+62.8% |
| Participant deferral / active EE | $6,663 | $4,185+59.2% | $3,329+100.1% | $5,439+22.5% |
| Admin fee / account holder | $224 | $5,953-96.2% | $3,600-93.8% | $10,885-97.9% |