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 7-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 | $31,059 | $100,852-69.2% | $90,404-65.6% | $158,922-80.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 307.51% | 1724.20%-1416.7pp | 1293.02%-985.5pp | 302.83%+4.7pp |
| Employer contribution / active EE | $1,763 | $3,689-52.2% | $3,262-46.0% | $4,761-63.0% |
| Participant deferral / active EE | $6,458 | $4,348+48.5% | $3,963+62.9% | $5,982+8.0% |
| Admin fee / account holder | $17 | $6,501-99.7% | $5,611-99.7% | $11,246-99.9% |