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 8-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 | $13,149 | $102,966-87.2% | $90,281-85.4% | $152,861-91.4% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.4%+8.5pp |
| Annual return | 36.97% | 95.16%-58.2pp | 78.10%-41.1pp | 345.32%-308.3pp |
| Employer contribution / active EE | $1,723 | $3,139-45.1% | $2,854-39.6% | $4,762-63.8% |
| Participant deferral / active EE | $6,048 | $4,281+41.3% | $3,885+55.7% | $5,850+3.4% |
| Admin fee / account holder | $35 | $6,171-99.4% | $5,351-99.3% | $11,596-99.7% |