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 | $66,493 | $202,318-67.1% | $172,739-61.5% | $152,861-56.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 309.94% | 1029.65%-719.7pp | 802.84%-492.9pp | 345.32%-35.4pp |
| Employer contribution / active EE | $2,290 | $5,856-60.9% | $5,143-55.5% | $4,762-51.9% |
| Participant deferral / active EE | $13,264 | $5,948+123.0% | $5,198+155.2% | $5,850+126.7% |
| Admin fee / account holder | $39 | $17,109-99.8% | $13,954-99.7% | $11,596-99.7% |