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 8-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 | $13,819 | $96,484-85.7% | $75,886-81.8% | $152,861-91.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 16.43% | 33.98%-17.6pp | 30.76%-14.3pp | 345.32%-328.9pp |
| Employer contribution / active EE | $4,610 | $3,309+39.3% | $2,500+84.4% | $4,762-3.2% |
| Participant deferral / active EE | $2,169 | $4,553-52.4% | $3,603-39.8% | $5,850-62.9% |
| Admin fee / account holder | $51 | $8,078-99.4% | $5,418-99.1% | $11,596-99.6% |