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 | $48,576 | $72,396-32.9% | $67,511-28.0% | $145,959-66.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 140.41% | 7194.07%-7053.7pp | 3517.41%-3377.0pp | 561.95%-421.5pp |
| Employer contribution / active EE | $9,274 | $3,071+202.0% | $2,733+239.4% | $4,661+99.0% |
| Participant deferral / active EE | $6,667 | $4,781+39.4% | $4,000+66.7% | $6,689-0.3% |
| Admin fee / account holder | $13 | $5,538-99.8% | $3,999-99.7% | $13,398-99.9% |