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 | $62,181 | $117,381-47.0% | $99,443-37.5% | $152,861-59.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 20.15% | 31.87%-11.7pp | 30.72%-10.6pp | 345.32%-325.2pp |
| Employer contribution / active EE | $16,350 | $3,013+442.7% | $2,540+543.8% | $4,762+243.3% |
| Participant deferral / active EE | $7,504 | $4,086+83.6% | $3,619+107.4% | $5,850+28.3% |
| Admin fee / account holder | $45 | $7,631-99.4% | $6,250-99.3% | $11,596-99.6% |