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 7-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 | $20,064 | $115,770-82.7% | $101,248-80.2% | $158,922-87.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.11% | 56.14%-37.0pp | 46.47%-27.4pp | 302.83%-283.7pp |
| Employer contribution / active EE | $20,552 | $4,175+392.3% | $3,660+461.6% | $4,761+331.7% |
| Participant deferral / active EE | $3,462 | $4,957-30.2% | $4,370-20.8% | $5,982-42.1% |
| Admin fee / account holder | $99 | $7,245-98.6% | $5,945-98.3% | $11,246-99.1% |