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 | $35,849 | $176,662-79.7% | $130,648-72.6% | $152,861-76.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 6.88% | 2692.24%-2685.4pp | 1708.96%-1702.1pp | 345.32%-338.4pp |
| Employer contribution / active EE | $5,205 | $5,742-9.4% | $4,092+27.2% | $4,762+9.3% |
| Participant deferral / active EE | $12,500 | $4,361+186.6% | $3,603+247.0% | $5,850+113.7% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |