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 | $38,200 | $90,600-57.8% | $79,464-51.9% | $135,375-71.8% |
| Participation rate | 90.0% | 76.0%+14.0pp | 73.3%+16.7pp | 82.6%+7.4pp |
| Annual return | 5777.52% | 977.43%+4800.1pp | 718.14%+5059.4pp | 519.73%+5257.8pp |
| Employer contribution / active EE | $1,591 | $3,068-48.2% | $2,800-43.2% | $4,779-66.7% |
| Participant deferral / active EE | $3,402 | $4,050-16.0% | $3,704-8.1% | $5,609-39.3% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |