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 | $117,091 | $70,756+65.5% | $65,493+78.8% | $142,382-17.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 15.57% | 1754.89%-1739.3pp | 982.45%-966.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $8,118 | $2,881+181.8% | $2,574+215.4% | $4,299+88.8% |
| Participant deferral / active EE | $14,527 | $4,637+213.3% | $3,961+266.8% | $6,507+123.3% |
| Admin fee / account holder | $6 | $6,559-99.9% | $5,028-99.9% | $12,624-100.0% |