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 9-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 | $63,707 | $73,515-13.3% | $62,995+1.1% | $147,584-56.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 17.85% | 175.43%-157.6pp | 87.57%-69.7pp | 578.55%-560.7pp |
| Employer contribution / active EE | $12,087 | $3,320+264.0% | $2,759+338.1% | $4,876+147.9% |
| Participant deferral / active EE | $19,000 | $4,185+354.0% | $3,329+470.7% | $5,439+249.3% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |