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 8-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 | $59,518 | $211,958-71.9% | $169,463-64.9% | $135,375-56.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 83.14% | 3.26%+79.9pp | 1.83%+81.3pp | 519.73%-436.6pp |
| Employer contribution / active EE | $14,003 | $5,120+173.5% | $4,159+236.7% | $4,779+193.0% |
| Participant deferral / active EE | $6,857 | $6,075+12.9% | $5,277+30.0% | $5,609+22.3% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |