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 9-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 | $9,657 | $109,817-91.2% | $98,442-90.2% | $167,490-94.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 44.06% | 1956.69%-1912.6pp | 1492.73%-1448.7pp | 478.56%-434.5pp |
| Employer contribution / active EE | $1,919 | $3,224-40.5% | $2,960-35.2% | $4,837-60.3% |
| Participant deferral / active EE | $2,600 | $4,673-44.4% | $4,276-39.2% | $6,341-59.0% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |