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 | $17,674 | $114,047-84.5% | $96,139-81.6% | $167,490-89.4% |
| Participation rate | 90.9% | 75.1%+15.8pp | 68.4%+22.5pp | 82.1%+8.8pp |
| Annual return | 16.59% | 189.88%-173.3pp | 191.94%-175.4pp | 478.56%-462.0pp |
| Employer contribution / active EE | $1,662 | $3,427-51.5% | $2,797-40.6% | $4,837-65.6% |
| Participant deferral / active EE | $3,960 | $5,194-23.8% | $4,349-9.0% | $6,341-37.6% |
| Admin fee / account holder | $215 | $6,897-96.9% | $5,537-96.1% | $12,309-98.3% |