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 9-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 | $26,311 | $150,187-82.5% | $120,354-78.1% | $145,922-82.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 33.84% | 154.07%-120.2pp | 107.15%-73.3pp | 561.29%-527.4pp |
| Employer contribution / active EE | $2,209 | $4,348-49.2% | $3,463-36.2% | $4,660-52.6% |
| Participant deferral / active EE | $4,994 | $6,173-19.1% | $4,991+0.1% | $6,688-25.3% |
| Admin fee / account holder | $80 | $12,207-99.3% | $9,423-99.2% | $13,397-99.4% |