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 | $47,960 | $102,317-53.1% | $146,958-67.4% | $80,856-40.7% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.2%+14.1pp | 67.6%+28.6pp |
| Annual return | 20.44% | 134.76%-114.3pp | 418.34%-397.9pp | 35.59%-15.2pp |
| Employer contribution / active EE | $11,473 | $3,713+209.0% | $4,933+132.6% | $2,755+316.5% |
| Participant deferral / active EE | $7,424 | $6,644+11.7% | $8,070-8.0% | $4,296+72.8% |
| Admin fee / account holder | $84 | $7,941-98.9% | $12,998-99.4% | $6,918-98.8% |