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 | $159,694 | $96,635+65.3% | $86,612+84.4% | $139,434+14.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 22.32% | 106.41%-84.1pp | 591.07%-568.7pp | 372.94%-350.6pp |
| Employer contribution / active EE | $23,646 | $3,263+624.7% | $3,022+682.4% | $4,751+397.7% |
| Participant deferral / active EE | $25,678 | $4,836+431.0% | $4,438+478.6% | $6,710+282.7% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |