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 10-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 | $188,159 | $99,652+88.8% | $78,778+138.8% | $147,584+27.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 17.32% | 47.28%-30.0pp | 35.62%-18.3pp | 578.55%-561.2pp |
| Employer contribution / active EE | $14,054 | $2,796+402.7% | $1,986+607.8% | $4,876+188.2% |
| Participant deferral / active EE | $11,977 | $3,664+226.9% | $2,958+304.9% | $5,439+120.2% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |