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 | $57,051 | $169,032-66.2% | $129,207-55.8% | $145,922-60.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.39% | 14330.11%-14317.7pp | 9417.33%-9404.9pp | 561.29%-548.9pp |
| Employer contribution / active EE | $3,284 | $5,537-40.7% | $4,153-20.9% | $4,660-29.5% |
| Participant deferral / active EE | $13,032 | $4,987+161.3% | $4,168+212.7% | $6,688+94.9% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |