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 | $86,538 | $109,817-21.2% | $98,442-12.1% | $167,490-48.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.76% | 1956.69%-1944.9pp | 1492.73%-1481.0pp | 478.56%-466.8pp |
| Employer contribution / active EE | $42,250 | $3,224+1210.5% | $2,960+1327.5% | $4,837+773.4% |
| Participant deferral / active EE | $22,250 | $4,673+376.1% | $4,276+420.3% | $6,341+250.9% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |