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 | $20,348 | $72,400-71.9% | $67,502-69.9% | $145,922-86.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 65.64% | 7182.46%-7116.8pp | 3512.12%-3446.5pp | 561.29%-495.6pp |
| Employer contribution / active EE | $4,746 | $3,069+54.6% | $2,731+73.8% | $4,660+1.8% |
| Participant deferral / active EE | $8,135 | $4,783+70.1% | $4,000+103.4% | $6,688+21.6% |
| Admin fee / account holder | $149 | $5,539-97.3% | $3,998-96.3% | $13,397-98.9% |