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 9-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 | $50,016 | $90,600-44.8% | $79,464-37.1% | $135,375-63.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 4.97% | 977.43%-972.5pp | 718.14%-713.2pp | 519.73%-514.8pp |
| Employer contribution / active EE | $2,695 | $3,068-12.2% | $2,800-3.8% | $4,779-43.6% |
| Participant deferral / active EE | $7,398 | $4,050+82.7% | $3,704+99.7% | $5,609+31.9% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |