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 | $242,800 | $102,966+135.8% | $90,281+168.9% | $152,861+58.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 28.04% | 95.16%-67.1pp | 78.10%-50.1pp | 345.32%-317.3pp |
| Employer contribution / active EE | $1,560 | $3,139-50.3% | $2,854-45.3% | $4,762-67.2% |
| Participant deferral / active EE | $25,000 | $4,281+483.9% | $3,885+543.4% | $5,850+327.3% |
| Admin fee / account holder | $272 | $6,171-95.6% | $5,351-94.9% | $11,596-97.7% |