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 6-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 | $78,176 | $158,398-50.6% | $126,539-38.2% | $142,382-45.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 23.59% | 593.76%-570.2pp | 425.95%-402.4pp | 217.08%-193.5pp |
| Employer contribution / active EE | $5,553 | $4,650+19.4% | $3,674+51.2% | $4,299+29.2% |
| Participant deferral / active EE | $18,108 | $4,767+279.9% | $4,083+343.5% | $6,507+178.3% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |