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 | $100,826 | $111,724-9.8% | $93,606+7.7% | $145,922-30.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 25.84% | 202.98%-177.1pp | 133.20%-107.4pp | 561.29%-535.5pp |
| Employer contribution / active EE | $21,362 | $3,090+591.4% | $2,420+782.8% | $4,660+358.5% |
| Participant deferral / active EE | $11,037 | $4,912+124.7% | $4,411+150.2% | $6,688+65.0% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |