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 7-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 | $28,214 | $107,934-73.9% | $91,989-69.3% | $152,861-81.5% |
| Participation rate | 90.0% | 81.2%+8.8pp | 78.6%+11.4pp | 82.4%+7.6pp |
| Annual return | 0.00% | 89.24%-89.2pp | 69.02%-69.0pp | 345.32%-345.3pp |
| Employer contribution / active EE | $6,825 | $4,210+62.1% | $3,452+97.7% | $4,762+43.3% |
| Participant deferral / active EE | $16,554 | $6,364+160.1% | $5,923+179.5% | $5,850+183.0% |
| Admin fee / account holder | $8 | $10,520-99.9% | $7,743-99.9% | $11,596-99.9% |