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 3-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 | $76,796 | $158,398-51.5% | $126,539-39.3% | $142,382-46.1% |
| Participation rate | 94.1% | 75.8%+18.3pp | 69.8%+24.3pp | 80.1%+14.0pp |
| Annual return | 21.10% | 593.76%-572.7pp | 425.95%-404.8pp | 217.08%-196.0pp |
| Employer contribution / active EE | $7,695 | $4,650+65.5% | $3,674+109.5% | $4,299+79.0% |
| Participant deferral / active EE | $14,086 | $4,767+195.5% | $4,083+245.0% | $6,507+116.5% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |