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 | $15,548 | $117,381-86.8% | $99,443-84.4% | $152,861-89.8% |
| Participation rate | 88.9% | 77.5%+11.3pp | 73.8%+15.1pp | 82.4%+6.4pp |
| Annual return | 45.88% | 31.87%+14.0pp | 30.72%+15.2pp | 345.32%-299.4pp |
| Employer contribution / active EE | $2,816 | $3,013-6.5% | $2,540+10.9% | $4,762-40.9% |
| Participant deferral / active EE | $4,996 | $4,086+22.3% | $3,619+38.0% | $5,850-14.6% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |