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 | $92,106 | $150,440-38.8% | $136,294-32.4% | $147,584-37.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.14% | 1049.08%-1034.9pp | 5155.94%-5141.8pp | 578.55%-564.4pp |
| Employer contribution / active EE | $3,593 | $5,256-31.6% | $4,695-23.5% | $4,876-26.3% |
| Participant deferral / active EE | $7,017 | $6,630+5.8% | $6,247+12.3% | $5,439+29.0% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |