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 | $14,711 | $110,809-86.7% | $86,874-83.1% | $167,490-91.2% |
| Participation rate | 80.0% | 75.8%+4.2pp | 71.6%+8.4pp | 82.1%-2.1pp |
| Annual return | 20.59% | 116.98%-96.4pp | 63.52%-42.9pp | 478.56%-458.0pp |
| Employer contribution / active EE | $1,933 | $3,244-40.4% | $2,495-22.5% | $4,837-60.0% |
| Participant deferral / active EE | $3,508 | $4,546-22.8% | $3,699-5.2% | $6,341-44.7% |
| Admin fee / account holder | $18 | $8,415-99.8% | $5,828-99.7% | $12,309-99.9% |