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 5-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 | $46,621 | $70,756-34.1% | $65,493-28.8% | $142,382-67.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 41.69% | 1754.89%-1713.2pp | 982.45%-940.8pp | 217.08%-175.4pp |
| Employer contribution / active EE | $2,353 | $2,881-18.3% | $2,574-8.6% | $4,299-45.3% |
| Participant deferral / active EE | $8,825 | $4,637+90.3% | $3,961+122.8% | $6,507+35.6% |
| Admin fee / account holder | $49 | $6,559-99.3% | $5,028-99.0% | $12,624-99.6% |