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 | $62,467 | $115,770-46.0% | $101,248-38.3% | $158,922-60.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.61% | 56.14%-47.5pp | 46.47%-37.9pp | 302.83%-294.2pp |
| Employer contribution / active EE | $13,145 | $4,175+214.9% | $3,660+259.2% | $4,761+176.1% |
| Participant deferral / active EE | $12,939 | $4,957+161.0% | $4,370+196.1% | $5,982+116.3% |
| Admin fee / account holder | $244 | $7,245-96.6% | $5,945-95.9% | $11,246-97.8% |