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 8-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 | $60,334 | $81,632-26.1% | $70,449-14.4% | $158,922-62.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 15.25% | 208.40%-193.2pp | 109.03%-93.8pp | 302.83%-287.6pp |
| Employer contribution / active EE | $6,881 | $3,217+113.9% | $2,737+151.4% | $4,761+44.5% |
| Participant deferral / active EE | $11,444 | $4,554+151.3% | $3,709+208.6% | $5,982+91.3% |
| Admin fee / account holder | $83 | $6,193-98.7% | $3,845-97.9% | $11,246-99.3% |