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 | $42,723 | $148,534-71.2% | $135,903-68.6% | $139,434-69.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 50.79% | 79.19%-28.4pp | 68.23%-17.4pp | 372.94%-322.2pp |
| Employer contribution / active EE | $9,253 | $5,243+76.5% | $4,856+90.5% | $4,751+94.8% |
| Participant deferral / active EE | $15,175 | $8,100+87.3% | $7,758+95.6% | $6,710+126.2% |
| Admin fee / account holder | $35 | $12,400-99.7% | $10,762-99.7% | $11,403-99.7% |