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 | $30,561 | $104,907-70.9% | $84,611-63.9% | $152,861-80.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 1462.96% | 373.79%+1089.2pp | 258.74%+1204.2pp | 345.32%+1117.6pp |
| Employer contribution / active EE | $1,692 | $3,302-48.7% | $2,652-36.2% | $4,762-64.5% |
| Participant deferral / active EE | $14,681 | $4,688+213.2% | $3,899+276.6% | $5,850+150.9% |
| Admin fee / account holder | $74 | $6,241-98.8% | $4,912-98.5% | $11,596-99.4% |