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 | $27,489 | $102,317-73.1% | $146,958-81.3% | $80,856-66.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 20.39% | 134.76%-114.4pp | 418.34%-398.0pp | 35.59%-15.2pp |
| Employer contribution / active EE | $4,973 | $3,713+33.9% | $4,933+0.8% | $2,755+80.5% |
| Participant deferral / active EE | $3,349 | $6,644-49.6% | $8,070-58.5% | $4,296-22.0% |
| Admin fee / account holder | $9 | $7,941-99.9% | $12,998-99.9% | $6,918-99.9% |