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 | $50,926 | $135,952-62.5% | $123,892-58.9% | $273,961-81.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 370.32% | 56.63%+313.7pp | 47.52%+322.8pp | 41.45%+328.9pp |
| Employer contribution / active EE | $3,987 | $5,170-22.9% | $4,617-13.6% | $4,869-18.1% |
| Participant deferral / active EE | $9,337 | $6,343+47.2% | $5,984+56.0% | $5,287+76.6% |
| Admin fee / account holder | $12 | $9,817-99.9% | $8,357-99.9% | $10,132-99.9% |