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 7-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 | $92,488 | $100,852-8.3% | $90,404+2.3% | $158,922-41.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.18% | 1724.20%-1713.0pp | 1293.02%-1281.8pp | 302.83%-291.6pp |
| Employer contribution / active EE | $1,584 | $3,689-57.0% | $3,262-51.4% | $4,761-66.7% |
| Participant deferral / active EE | $1,640 | $4,348-62.3% | $3,963-58.6% | $5,982-72.6% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |