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 | $69,522 | $171,865-59.5% | $149,718-53.6% | $147,584-52.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 220.04% | 2113.22%-1893.2pp | 1501.63%-1281.6pp | 578.55%-358.5pp |
| Employer contribution / active EE | $2,520 | $6,275-59.8% | $5,445-53.7% | $4,876-48.3% |
| Participant deferral / active EE | $7,309 | $7,271+0.5% | $6,569+11.3% | $5,439+34.4% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |