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 7-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 | $55,226 | $81,625-32.3% | $58,482-5.6% | $139,434-60.4% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 14.98% | 7404.20%-7389.2pp | 4239.32%-4224.3pp | 372.94%-358.0pp |
| Employer contribution / active EE | $3,706 | $1,398+165.1% | $1,053+251.9% | $4,751-22.0% |
| Participant deferral / active EE | $10,516 | $2,557+311.3% | $1,924+446.6% | $6,710+56.7% |
| Admin fee / account holder | $20 | $3,265-99.4% | $2,516-99.2% | $11,403-99.8% |