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 6-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 | $23,143 | $84,696-72.7% | $75,696-69.4% | $167,490-86.2% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.8%+12.7pp | 82.1%+5.4pp |
| Annual return | 24.66% | 199.36%-174.7pp | 104.53%-79.9pp | 478.56%-453.9pp |
| Employer contribution / active EE | $4,066 | $3,230+25.9% | $2,743+48.2% | $4,837-16.0% |
| Participant deferral / active EE | $7,474 | $4,580+63.2% | $3,821+95.6% | $6,341+17.9% |
| Admin fee / account holder | $99 | $5,355-98.1% | $3,619-97.3% | $12,309-99.2% |