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 | $36,111 | $202,318-82.2% | $172,739-79.1% | $152,861-76.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 27.97% | 1029.65%-1001.7pp | 802.84%-774.9pp | 345.32%-317.3pp |
| Employer contribution / active EE | $3,081 | $5,856-47.4% | $5,143-40.1% | $4,762-35.3% |
| Participant deferral / active EE | $13,243 | $5,948+122.7% | $5,198+154.8% | $5,850+126.4% |
| Admin fee / account holder | $20 | $17,109-99.9% | $13,954-99.9% | $11,596-99.8% |