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 8-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 | $199,910 | $96,305+107.6% | $80,569+148.1% | $139,434+43.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 16.91% | 1350.08%-1333.2pp | 935.43%-918.5pp | 372.94%-356.0pp |
| Employer contribution / active EE | $16,251 | $3,262+398.2% | $2,723+496.7% | $4,751+242.1% |
| Participant deferral / active EE | $15,978 | $5,232+205.4% | $4,447+259.3% | $6,710+138.1% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |