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 | $45,319 | $202,318-77.6% | $172,739-73.8% | $152,861-70.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 26.14% | 1029.65%-1003.5pp | 802.84%-776.7pp | 345.32%-319.2pp |
| Employer contribution / active EE | $2,512 | $5,856-57.1% | $5,143-51.2% | $4,762-47.3% |
| Participant deferral / active EE | $7,104 | $5,948+19.4% | $5,198+36.7% | $5,850+21.4% |
| Admin fee / account holder | $220 | $17,109-98.7% | $13,954-98.4% | $11,596-98.1% |