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 9-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 | $35,117 | $108,642-67.7% | $74,701-53.0% | $152,861-77.0% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 4.60% | 114.06%-109.5pp | 752.92%-748.3pp | 345.32%-340.7pp |
| Employer contribution / active EE | $2,646 | $1,503+76.1% | $1,084+144.2% | $4,762-44.4% |
| Participant deferral / active EE | $9,500 | $2,712+250.3% | $1,964+383.8% | $5,850+62.4% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |