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 | $36,879 | $99,877-63.1% | $84,966-56.6% | $145,922-74.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.85% | 83.76%-67.9pp | 66.38%-50.5pp | 561.29%-545.4pp |
| Employer contribution / active EE | $5,525 | $3,231+71.0% | $2,727+102.6% | $4,660+18.6% |
| Participant deferral / active EE | $5,382 | $5,291+1.7% | $4,519+19.1% | $6,688-19.5% |
| Admin fee / account holder | $2 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |