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 | $17,459 | $81,625-78.6% | $58,482-70.1% | $139,434-87.5% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 30.98% | 7404.20%-7373.2pp | 4239.32%-4208.3pp | 372.94%-342.0pp |
| Employer contribution / active EE | $3,009 | $1,398+115.2% | $1,053+185.7% | $4,751-36.7% |
| Participant deferral / active EE | $5,853 | $2,557+128.9% | $1,924+204.2% | $6,710-12.8% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |