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 | $39,040 | $69,207-43.6% | $64,056-39.1% | $139,434-72.0% |
| Participation rate | 85.7% | 75.6%+10.1pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 20.94% | 45.88%-24.9pp | 33.69%-12.7pp | 372.94%-352.0pp |
| Employer contribution / active EE | $5,584 | $3,182+75.5% | $2,747+103.3% | $4,751+17.5% |
| Participant deferral / active EE | $9,954 | $4,682+112.6% | $3,880+156.5% | $6,710+48.3% |
| Admin fee / account holder | $209 | $4,244-95.1% | $3,068-93.2% | $11,403-98.2% |