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 3-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 | $52,853 | $111,724-52.7% | $93,606-43.5% | $145,922-63.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.55% | 202.98%-193.4pp | 133.20%-123.6pp | 561.29%-551.7pp |
| Employer contribution / active EE | $13,682 | $3,090+342.8% | $2,420+465.4% | $4,660+193.6% |
| Participant deferral / active EE | $7,625 | $4,912+55.2% | $4,411+72.9% | $6,688+14.0% |
| Admin fee / account holder | $34 | $10,250-99.7% | $8,285-99.6% | $13,397-99.7% |