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 | $29,487 | $112,881-73.9% | $90,951-67.6% | $158,922-81.4% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 57.62% | 215.79%-158.2pp | 134.60%-77.0pp | 302.83%-245.2pp |
| Employer contribution / active EE | $8,530 | $2,893+194.8% | $2,122+302.0% | $4,761+79.2% |
| Participant deferral / active EE | $4,650 | $4,128+12.7% | $3,373+37.9% | $5,982-22.3% |
| Admin fee / account holder | $48 | $8,041-99.4% | $5,959-99.2% | $11,246-99.6% |