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 | $32,592 | $99,020-67.1% | $86,590-62.4% | $147,584-77.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 23933.66% | 1312.34%+22621.3pp | 964.84%+22968.8pp | 578.55%+23355.1pp |
| Employer contribution / active EE | $964 | $3,132-69.2% | $2,839-66.0% | $4,876-80.2% |
| Participant deferral / active EE | $925 | $3,972-76.7% | $3,609-74.4% | $5,439-83.0% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |