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 | $82,542 | $72,400+14.0% | $67,502+22.3% | $145,922-43.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.14% | 7182.46%-7168.3pp | 3512.12%-3498.0pp | 561.29%-547.1pp |
| Employer contribution / active EE | $9,804 | $3,069+219.4% | $2,731+259.0% | $4,660+110.4% |
| Participant deferral / active EE | $4,573 | $4,783-4.4% | $4,000+14.3% | $6,688-31.6% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |