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 | $71,614 | $197,825-63.8% | $155,790-54.0% | $125,391-42.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 426.79% | 86.74%+340.0pp | 71.54%+355.2pp | 282.22%+144.6pp |
| Employer contribution / active EE | $6,011 | $4,847+24.0% | $3,836+56.7% | $4,866+23.5% |
| Participant deferral / active EE | $11,081 | $5,630+96.8% | $4,797+131.0% | $5,352+107.1% |
| Admin fee / account holder | $0 | $9,545-100.0% | $7,478-100.0% | $9,540-100.0% |