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 10-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 | $25,955 | $105,998-75.5% | $92,233-71.9% | $147,584-82.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.22% | 50.05%-30.8pp | 176.28%-157.1pp | 578.55%-559.3pp |
| Employer contribution / active EE | $2,694 | $4,333-37.8% | $3,679-26.8% | $4,876-44.8% |
| Participant deferral / active EE | $2,787 | $4,478-37.8% | $3,897-28.5% | $5,439-48.7% |
| Admin fee / account holder | $2 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |