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 7-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 | $159,056 | $111,301+42.9% | $112,977+40.8% | $158,922+0.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 147.26% | 26.40%+120.9pp | 24.24%+123.0pp | 302.83%-155.6pp |
| Employer contribution / active EE | $27,556 | $4,471+516.3% | $4,255+547.7% | $4,761+478.8% |
| Participant deferral / active EE | $18,670 | $5,880+217.5% | $5,836+219.9% | $5,982+212.1% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,294-100.0% | $11,246-100.0% |