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 | $83,600 | $155,788-46.3% | $124,672-32.9% | $167,490-50.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 22.32% | 17.97%+4.3pp | 5142.93%-5120.6pp | 478.56%-456.2pp |
| Employer contribution / active EE | $12,000 | $4,163+188.2% | $3,324+261.1% | $4,837+148.1% |
| Participant deferral / active EE | $9,600 | $5,673+69.2% | $4,614+108.0% | $6,341+51.4% |
| Admin fee / account holder | $0 | $9,531-100.0% | $7,493-100.0% | $12,309-100.0% |