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 3-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 | $18,018 | $99,877-82.0% | $84,966-78.8% | $145,922-87.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.84% | 83.76%-66.9pp | 66.38%-49.5pp | 561.29%-544.4pp |
| Employer contribution / active EE | $6,639 | $3,231+105.5% | $2,727+143.5% | $4,660+42.5% |
| Participant deferral / active EE | $2,677 | $5,291-49.4% | $4,519-40.8% | $6,688-60.0% |
| Admin fee / account holder | $104 | $7,248-98.6% | $6,149-98.3% | $13,397-99.2% |