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 8-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 | $24,694 | $106,890-76.9% | $84,015-70.6% | $152,861-83.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 21.04% | 104.99%-83.9pp | 71.31%-50.3pp | 345.32%-324.3pp |
| Employer contribution / active EE | $10,978 | $2,734+301.5% | $1,983+453.5% | $4,762+130.5% |
| Participant deferral / active EE | $3,240 | $4,011-19.2% | $3,2390% | $5,850-44.6% |
| Admin fee / account holder | $264 | $8,285-96.8% | $6,101-95.7% | $11,596-97.7% |