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 | $35,365 | $159,901-77.9% | $146,958-75.9% | $145,922-75.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.90% | 98.13%-77.2pp | 418.34%-397.4pp | 561.29%-540.4pp |
| Employer contribution / active EE | $4,849 | $5,286-8.3% | $4,933-1.7% | $4,660+4.1% |
| Participant deferral / active EE | $10,842 | $8,428+28.6% | $8,070+34.3% | $6,688+62.1% |
| Admin fee / account holder | $135 | $15,044-99.1% | $12,998-99.0% | $13,397-99.0% |