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 4-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 | $38,414 | $149,040-74.2% | $120,225-68.0% | $137,256-72.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 18.64% | 605.68%-587.0pp | 439.23%-420.6pp | 220.34%-201.7pp |
| Employer contribution / active EE | $4,356 | $4,350+0.1% | $3,475+25.3% | $4,156+4.8% |
| Participant deferral / active EE | $17,031 | $4,655+265.9% | $3,999+325.9% | $6,407+165.8% |
| Admin fee / account holder | $43 | $6,348-99.3% | $5,696-99.2% | $12,270-99.6% |