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 10-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 | $25,295 | $100,773-74.9% | $88,946-71.6% | $142,382-82.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 101.69% | 70.18%+31.5pp | 57.82%+43.9pp | 217.08%-115.4pp |
| Employer contribution / active EE | $2,389 | $2,918-18.1% | $2,555-6.5% | $4,299-44.4% |
| Participant deferral / active EE | $16,614 | $5,230+217.6% | $4,581+262.6% | $6,507+155.3% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |