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 | $55,461 | $202,318-72.6% | $172,739-67.9% | $152,861-63.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 35.76% | 1029.65%-993.9pp | 802.84%-767.1pp | 345.32%-309.6pp |
| Employer contribution / active EE | $4,942 | $5,856-15.6% | $5,143-3.9% | $4,762+3.8% |
| Participant deferral / active EE | $9,800 | $5,948+64.8% | $5,198+88.5% | $5,850+67.5% |
| Admin fee / account holder | $242 | $17,109-98.6% | $13,954-98.3% | $11,596-97.9% |