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 | $29,895 | $104,907-71.5% | $84,611-64.7% | $152,861-80.4% |
| Participation rate | 94.1% | 74.8%+19.3pp | 68.2%+25.9pp | 82.4%+11.7pp |
| Annual return | 765.10% | 373.79%+391.3pp | 258.74%+506.4pp | 345.32%+419.8pp |
| Employer contribution / active EE | $7,196 | $3,302+118.0% | $2,652+171.3% | $4,762+51.1% |
| Participant deferral / active EE | $9,489 | $4,688+102.4% | $3,899+143.4% | $5,850+62.2% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |