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 9-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 | $45,297 | $109,817-58.8% | $98,442-54.0% | $167,490-73.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 25.58% | 1956.69%-1931.1pp | 1492.73%-1467.1pp | 478.56%-453.0pp |
| Employer contribution / active EE | $9,818 | $3,224+204.5% | $2,960+231.7% | $4,837+103.0% |
| Participant deferral / active EE | $8,036 | $4,673+72.0% | $4,276+87.9% | $6,341+26.7% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |