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 | $80,419 | $169,032-52.4% | $129,207-37.8% | $145,922-44.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.73% | 14330.11%-14314.4pp | 9417.33%-9401.6pp | 561.29%-545.6pp |
| Employer contribution / active EE | $795 | $5,537-85.6% | $4,153-80.9% | $4,660-82.9% |
| Participant deferral / active EE | $22,499 | $4,987+351.1% | $4,168+439.8% | $6,688+236.4% |
| Admin fee / account holder | $116 | $9,954-98.8% | $7,715-98.5% | $13,397-99.1% |