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 10-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 | $83,437 | $202,318-58.8% | $172,739-51.7% | $152,861-45.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.40% | 1029.65%-1010.3pp | 802.84%-783.4pp | 345.32%-325.9pp |
| Employer contribution / active EE | $1,438 | $5,856-75.4% | $5,143-72.0% | $4,762-69.8% |
| Participant deferral / active EE | $4,833 | $5,948-18.7% | $5,198-7.0% | $5,850-17.4% |
| Admin fee / account holder | $6 | $17,109-100.0% | $13,954-100.0% | $11,596-99.9% |