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 | $27,977 | $96,635-71.0% | $86,612-67.7% | $139,434-79.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 66.43% | 106.41%-40.0pp | 591.07%-524.6pp | 372.94%-306.5pp |
| Employer contribution / active EE | $6,643 | $3,263+103.6% | $3,022+119.8% | $4,751+39.8% |
| Participant deferral / active EE | $9,288 | $4,836+92.1% | $4,438+109.3% | $6,710+38.4% |
| Admin fee / account holder | $71 | $6,408-98.9% | $5,614-98.7% | $11,403-99.4% |