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 | $67,424 | $100,852-33.1% | $90,404-25.4% | $158,922-57.6% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 18.27% | 1724.20%-1705.9pp | 1293.02%-1274.7pp | 302.83%-284.6pp |
| Employer contribution / active EE | $1,865 | $3,689-49.4% | $3,262-42.8% | $4,761-60.8% |
| Participant deferral / active EE | $5,985 | $4,348+37.6% | $3,963+51.0% | $5,9820% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |