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 | $38,603 | $102,604-62.4% | $86,188-55.2% | $139,434-72.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 29.20% | 1922.51%-1893.3pp | 1168.45%-1139.2pp | 372.94%-343.7pp |
| Employer contribution / active EE | $2,035 | $3,032-32.9% | $2,380-14.5% | $4,751-57.2% |
| Participant deferral / active EE | $17,667 | $4,676+277.8% | $3,985+343.3% | $6,710+163.3% |
| Admin fee / account holder | $267 | $8,657-96.9% | $6,852-96.1% | $11,403-97.7% |