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 | $36,780 | $100,773-63.5% | $88,946-58.6% | $142,382-74.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 20.78% | 70.18%-49.4pp | 57.82%-37.0pp | 217.08%-196.3pp |
| Employer contribution / active EE | $3,826 | $2,918+31.1% | $2,555+49.7% | $4,299-11.0% |
| Participant deferral / active EE | $10,657 | $5,230+103.8% | $4,581+132.6% | $6,507+63.8% |
| Admin fee / account holder | $176 | $9,693-98.2% | $8,261-97.9% | $12,624-98.6% |