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 3-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 | $37,077 | $111,754-66.8% | $103,333-64.1% | $145,922-74.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 82.16% | 24.77%+57.4pp | 24.88%+57.3pp | 561.29%-479.1pp |
| Employer contribution / active EE | $12,500 | $4,212+196.7% | $3,868+223.2% | $4,660+168.3% |
| Participant deferral / active EE | $6,836 | $5,619+21.7% | $5,057+35.2% | $6,688+2.2% |
| Admin fee / account holder | $51 | $9,750-99.5% | $8,355-99.4% | $13,397-99.6% |