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 4-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 | $47,293 | $111,724-57.7% | $93,606-49.5% | $145,922-67.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 71.50% | 202.98%-131.5pp | 133.20%-61.7pp | 561.29%-489.8pp |
| Employer contribution / active EE | $8,696 | $3,090+181.5% | $2,420+259.4% | $4,660+86.6% |
| Participant deferral / active EE | $10,114 | $4,912+105.9% | $4,411+129.3% | $6,688+51.2% |
| Admin fee / account holder | $147 | $10,250-98.6% | $8,285-98.2% | $13,397-98.9% |