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 9-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 | $220,823 | $150,440+46.8% | $136,294+62.0% | $147,584+49.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.01% | 1049.08%-1038.1pp | 5155.94%-5144.9pp | 578.55%-567.5pp |
| Employer contribution / active EE | $8,074 | $5,256+53.6% | $4,695+72.0% | $4,876+65.6% |
| Participant deferral / active EE | $10,034 | $6,630+51.3% | $6,247+60.6% | $5,439+84.5% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |