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 | $38,484 | $98,750-61.0% | $149,696-74.3% | $79,858-51.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.47% | 27.43%-12.0pp | 276.60%-261.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $2,281 | $3,216-29.1% | $4,644-50.9% | $2,471-7.7% |
| Participant deferral / active EE | $5,044 | $5,680-11.2% | $6,842-26.3% | $3,740+34.9% |
| Admin fee / account holder | $100 | $6,053-98.3% | $9,309-98.9% | $5,306-98.1% |