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 | $20,831 | $85,202-75.6% | $172,739-87.9% | $72,985-71.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 90.56% | 27.32%+63.2pp | 802.84%-712.3pp | 81.00%+9.6pp |
| Employer contribution / active EE | $3,784 | $3,324+13.8% | $5,143-26.4% | $2,440+55.1% |
| Participant deferral / active EE | $3,428 | $3,260+5.2% | $5,198-34.0% | $3,607-5.0% |
| Admin fee / account holder | $208 | $5,884-96.5% | $13,954-98.5% | $5,124-95.9% |