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 | $36,275 | $210,648-82.8% | $177,989-79.6% | $145,922-75.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.98% | 385.86%-369.9pp | 294.48%-278.5pp | 561.29%-545.3pp |
| Employer contribution / active EE | $7,149 | $4,565+56.6% | $3,949+81.0% | $4,660+53.4% |
| Participant deferral / active EE | $9,591 | $6,958+37.8% | $6,276+52.8% | $6,688+43.4% |
| Admin fee / account holder | $57 | $12,013-99.5% | $10,363-99.5% | $13,397-99.6% |