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 7-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 | $25,373 | $124,319-79.6% | $111,297-77.2% | $167,490-84.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 37.36% | 37.44%-0.1pp | 54.65%-17.3pp | 478.56%-441.2pp |
| Employer contribution / active EE | $3,277 | $3,435-4.6% | $2,731+20.0% | $4,837-32.3% |
| Participant deferral / active EE | $18,760 | $5,180+262.1% | $4,487+318.1% | $6,341+195.8% |
| Admin fee / account holder | $8 | $10,618-99.9% | $7,964-99.9% | $12,309-99.9% |