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 8-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 | $116,068 | $183,963-36.9% | $162,163-28.4% | $152,861-24.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 3094.42% | 150.76%+2943.7pp | 115.59%+2978.8pp | 345.32%+2749.1pp |
| Employer contribution / active EE | $21,974 | $6,371+244.9% | $5,614+291.4% | $4,762+361.4% |
| Participant deferral / active EE | $14,314 | $8,034+78.2% | $7,298+96.1% | $5,850+144.7% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |