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 | $42,892 | $112,729-62.0% | $98,716-56.6% | $137,256-68.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 64.98% | 38.48%+26.5pp | 31.81%+33.2pp | 220.34%-155.4pp |
| Employer contribution / active EE | $2,026 | $2,725-25.7% | $2,279-11.1% | $4,156-51.2% |
| Participant deferral / active EE | $7,251 | $4,640+56.3% | $4,048+79.1% | $6,407+13.2% |
| Admin fee / account holder | $55 | $10,129-99.5% | $8,703-99.4% | $12,270-99.6% |