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 | $13,752 | $90,348-84.8% | $75,972-81.9% | $145,922-90.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.20% | 620.88%-606.7pp | 359.55%-345.3pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,475 | $3,311-55.5% | $2,685-45.1% | $4,660-68.3% |
| Participant deferral / active EE | $1,811 | $5,162-64.9% | $4,255-57.4% | $6,688-72.9% |
| Admin fee / account holder | $6 | $8,467-99.9% | $6,467-99.9% | $13,397-100.0% |