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 8-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 | $51,212 | $100,852-49.2% | $90,404-43.4% | $158,922-67.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 25.36% | 1724.20%-1698.8pp | 1293.02%-1267.7pp | 302.83%-277.5pp |
| Employer contribution / active EE | $7,400 | $3,689+100.6% | $3,262+126.9% | $4,761+55.4% |
| Participant deferral / active EE | $11,250 | $4,348+158.8% | $3,963+183.9% | $5,982+88.1% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |