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 5-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 | $188,718 | $96,305+96.0% | $80,569+134.2% | $139,434+35.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 19.17% | 1350.08%-1330.9pp | 935.43%-916.3pp | 372.94%-353.8pp |
| Employer contribution / active EE | $31,232 | $3,262+857.4% | $2,723+1046.8% | $4,751+557.4% |
| Participant deferral / active EE | $20,000 | $5,232+282.3% | $4,447+349.7% | $6,710+198.1% |
| Admin fee / account holder | $264 | $6,599-96.0% | $5,377-95.1% | $11,403-97.7% |