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 | $31,307 | $110,261-71.6% | $95,745-67.3% | $139,434-77.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 49.67% | 27.11%+22.6pp | 28.35%+21.3pp | 372.94%-323.3pp |
| Employer contribution / active EE | $4,038 | $3,257+24.0% | $2,835+42.5% | $4,751-15.0% |
| Participant deferral / active EE | $3,811 | $4,676-18.5% | $4,245-10.2% | $6,710-43.2% |
| Admin fee / account holder | $136 | $6,613-97.9% | $5,678-97.6% | $11,403-98.8% |