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 | $78,249 | $202,318-61.3% | $172,739-54.7% | $152,861-48.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 122.22% | 1029.65%-907.4pp | 802.84%-680.6pp | 345.32%-223.1pp |
| Employer contribution / active EE | $1,826 | $5,856-68.8% | $5,143-64.5% | $4,762-61.6% |
| Participant deferral / active EE | $5,995 | $5,948+0.8% | $5,198+15.4% | $5,850+2.5% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |