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 5-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 | $20,174 | $158,398-87.3% | $126,539-84.1% | $142,382-85.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 31.31% | 593.76%-562.4pp | 425.95%-394.6pp | 217.08%-185.8pp |
| Employer contribution / active EE | $1,668 | $4,650-64.1% | $3,674-54.6% | $4,299-61.2% |
| Participant deferral / active EE | $4,125 | $4,767-13.5% | $4,083+1.0% | $6,507-36.6% |
| Admin fee / account holder | $60 | $6,918-99.1% | $6,065-99.0% | $12,624-99.5% |