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 5-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 | $31,963 | $150,187-78.7% | $120,354-73.4% | $145,922-78.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 21.45% | 154.07%-132.6pp | 107.15%-85.7pp | 561.29%-539.8pp |
| Employer contribution / active EE | $2,417 | $4,348-44.4% | $3,463-30.2% | $4,660-48.1% |
| Participant deferral / active EE | $2,508 | $6,173-59.4% | $4,991-49.7% | $6,688-62.5% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |