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 10-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 | $89,939 | $150,440-40.2% | $136,294-34.0% | $147,584-39.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 38.07% | 1049.08%-1011.0pp | 5155.94%-5117.9pp | 578.55%-540.5pp |
| Employer contribution / active EE | $32,475 | $5,256+517.9% | $4,695+591.6% | $4,876+566.0% |
| Participant deferral / active EE | $14,521 | $6,630+119.0% | $6,247+132.4% | $5,439+167.0% |
| Admin fee / account holder | $94 | $10,905-99.1% | $9,243-99.0% | $10,885-99.1% |