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 5-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 | $34,507 | $106,515-67.6% | $96,683-64.3% | $139,434-75.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 34.92% | 38.43%-3.5pp | 35.69%-0.8pp | 372.94%-338.0pp |
| Employer contribution / active EE | $6,537 | $4,103+59.3% | $3,737+74.9% | $4,751+37.6% |
| Participant deferral / active EE | $8,017 | $5,454+47.0% | $4,878+64.3% | $6,710+19.5% |
| Admin fee / account holder | $100 | $7,877-98.7% | $6,730-98.5% | $11,403-99.1% |