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 7-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 | $57,218 | $100,773-43.2% | $88,946-35.7% | $142,382-59.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 22.09% | 70.18%-48.1pp | 57.82%-35.7pp | 217.08%-195.0pp |
| Employer contribution / active EE | $1,882 | $2,918-35.5% | $2,555-26.3% | $4,299-56.2% |
| Participant deferral / active EE | $15,420 | $5,230+194.8% | $4,581+236.6% | $6,507+137.0% |
| Admin fee / account holder | $51 | $9,693-99.5% | $8,261-99.4% | $12,624-99.6% |