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 | $61,000 | $99,877-38.9% | $84,966-28.2% | $145,922-58.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 38.06% | 83.76%-45.7pp | 66.38%-28.3pp | 561.29%-523.2pp |
| Employer contribution / active EE | $2,878 | $3,231-10.9% | $2,727+5.5% | $4,660-38.2% |
| Participant deferral / active EE | $9,812 | $5,291+85.5% | $4,519+117.1% | $6,688+46.7% |
| Admin fee / account holder | $12 | $7,248-99.8% | $6,149-99.8% | $13,397-99.9% |