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 7-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 | $73,908 | $96,305-23.3% | $80,569-8.3% | $139,434-47.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 13.15% | 1350.08%-1336.9pp | 935.43%-922.3pp | 372.94%-359.8pp |
| Employer contribution / active EE | $1,963 | $3,262-39.8% | $2,723-27.9% | $4,751-58.7% |
| Participant deferral / active EE | $6,013 | $5,232+14.9% | $4,447+35.2% | $6,710-10.4% |
| Admin fee / account holder | $83 | $6,599-98.7% | $5,377-98.4% | $11,403-99.3% |