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 | $67,014 | $202,318-66.9% | $172,739-61.2% | $152,861-56.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 29.90% | 1029.65%-999.7pp | 802.84%-772.9pp | 345.32%-315.4pp |
| Employer contribution / active EE | $7,201 | $5,856+23.0% | $5,143+40.0% | $4,762+51.2% |
| Participant deferral / active EE | $14,183 | $5,948+138.4% | $5,198+172.9% | $5,850+142.4% |
| Admin fee / account holder | $204 | $17,109-98.8% | $13,954-98.5% | $11,596-98.2% |