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 5-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 | $68,588 | $185,822-63.1% | $169,993-59.7% | $139,434-50.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 82.94% | 60.50%+22.4pp | 53.37%+29.6pp | 372.94%-290.0pp |
| Employer contribution / active EE | $2,295 | $7,590-69.8% | $6,785-66.2% | $4,751-51.7% |
| Participant deferral / active EE | $8,664 | $11,622-25.4% | $10,408-16.7% | $6,710+29.1% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |