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 3-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 | $35,910 | $67,331-46.7% | $60,874-41.0% | $134,475-73.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | 0.05% | 49.93%-49.9pp | 16.90%-16.8pp | 417.96%-417.9pp |
| Employer contribution / active EE | $4,634 | $3,096+49.7% | $2,701+71.5% | $4,740-2.2% |
| Participant deferral / active EE | $13,667 | $4,538+201.1% | $3,817+258.1% | $6,400+113.6% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |