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 | $19,796 | $104,907-81.1% | $84,611-76.6% | $152,861-87.0% |
| Participation rate | 90.9% | 74.8%+16.1pp | 68.2%+22.7pp | 82.4%+8.5pp |
| Annual return | 39.11% | 373.79%-334.7pp | 258.74%-219.6pp | 345.32%-306.2pp |
| Employer contribution / active EE | $5,806 | $3,302+75.8% | $2,652+118.9% | $4,762+21.9% |
| Participant deferral / active EE | $5,602 | $4,688+19.5% | $3,899+43.7% | $5,850-4.2% |
| Admin fee / account holder | $246 | $6,241-96.1% | $4,912-95.0% | $11,596-97.9% |