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 | $50,259 | $202,318-75.2% | $172,739-70.9% | $152,861-67.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 31.49% | 1029.65%-998.2pp | 802.84%-771.3pp | 345.32%-313.8pp |
| Employer contribution / active EE | $2,847 | $5,856-51.4% | $5,143-44.6% | $4,762-40.2% |
| Participant deferral / active EE | $4,479 | $5,948-24.7% | $5,198-13.8% | $5,850-23.4% |
| Admin fee / account holder | $133 | $17,109-99.2% | $13,954-99.0% | $11,596-98.9% |