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 | $83,015 | $180,749-54.1% | $160,784-48.4% | $137,256-39.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 18.51% | 2234.46%-2216.0pp | 1803.92%-1785.4pp | 220.34%-201.8pp |
| Employer contribution / active EE | $2,834 | $4,155-31.8% | $3,733-24.1% | $4,156-31.8% |
| Participant deferral / active EE | $12,366 | $6,844+80.7% | $6,293+96.5% | $6,407+93.0% |
| Admin fee / account holder | $93 | $10,397-99.1% | $9,717-99.0% | $12,270-99.2% |