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 | $32,244 | $132,634-75.7% | $115,768-72.1% | $137,256-76.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 199.01% | 160.70%+38.3pp | 100.46%+98.6pp | 220.34%-21.3pp |
| Employer contribution / active EE | $5,874 | $3,360+74.9% | $2,940+99.8% | $4,156+41.3% |
| Participant deferral / active EE | $12,760 | $5,619+127.1% | $4,917+159.5% | $6,407+99.2% |
| Admin fee / account holder | $25 | $15,028-99.8% | $12,439-99.8% | $12,270-99.8% |