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 | $68,289 | $150,440-54.6% | $136,294-49.9% | $147,584-53.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.57% | 1049.08%-1028.5pp | 5155.94%-5135.4pp | 578.55%-558.0pp |
| Employer contribution / active EE | $3,428 | $5,256-34.8% | $4,695-27.0% | $4,876-29.7% |
| Participant deferral / active EE | $11,313 | $6,630+70.6% | $6,247+81.1% | $5,439+108.0% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |