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 3-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 | $111,645 | $154,228-27.6% | $145,433-23.2% | $137,256-18.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 486.93% | 74.59%+412.3pp | 66.58%+420.4pp | 220.34%+266.6pp |
| Employer contribution / active EE | $6,131 | $4,804+27.6% | $4,554+34.6% | $4,156+47.5% |
| Participant deferral / active EE | $10,285 | $8,216+25.2% | $7,897+30.2% | $6,407+60.5% |
| Admin fee / account holder | $286 | $14,344-98.0% | $13,129-97.8% | $12,270-97.7% |