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 | $32,379 | $150,440-78.5% | $136,294-76.2% | $147,584-78.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 0.00% | 1049.08%-1049.1pp | 5155.94%-5155.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $3,185 | $5,256-39.4% | $4,695-32.2% | $4,876-34.7% |
| Participant deferral / active EE | $14,602 | $6,630+120.2% | $6,247+133.7% | $5,439+168.5% |
| Admin fee / account holder | $52 | $10,905-99.5% | $9,243-99.4% | $10,885-99.5% |