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 | $65,337 | $105,998-38.4% | $92,233-29.2% | $147,584-55.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 25.74% | 50.05%-24.3pp | 176.28%-150.5pp | 578.55%-552.8pp |
| Employer contribution / active EE | $5,181 | $4,333+19.6% | $3,679+40.8% | $4,876+6.2% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $214 | $6,332-96.6% | $5,194-95.9% | $10,885-98.0% |