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 | $57,540 | $105,998-45.7% | $92,233-37.6% | $147,584-61.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.62% | 50.05%-34.4pp | 176.28%-160.7pp | 578.55%-562.9pp |
| Employer contribution / active EE | $2,361 | $4,333-45.5% | $3,679-35.8% | $4,876-51.6% |
| Participant deferral / active EE | $1,290 | $4,478-71.2% | $3,897-66.9% | $5,439-76.3% |
| Admin fee / account holder | $233 | $6,332-96.3% | $5,194-95.5% | $10,885-97.9% |