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 10-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 | $29,951 | $102,547-70.8% | $78,210-61.7% | $147,584-79.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 22.63% | 51.08%-28.4pp | 40.90%-18.3pp | 578.55%-555.9pp |
| Employer contribution / active EE | $2,624 | $2,617+0.3% | $2,034+29.0% | $4,876-46.2% |
| Participant deferral / active EE | $10,380 | $3,481+198.2% | $2,823+267.7% | $5,439+90.8% |
| Admin fee / account holder | $0 | $5,059-100.0% | $3,758-100.0% | $10,885-100.0% |