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 | $33,153 | $138,065-76.0% | $123,544-73.2% | $135,375-75.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 94.13% | 153.68%-59.6pp | 119.20%-25.1pp | 519.73%-425.6pp |
| Employer contribution / active EE | $8,598 | $5,151+66.9% | $4,628+85.8% | $4,779+79.9% |
| Participant deferral / active EE | $12,014 | $6,799+76.7% | $6,426+87.0% | $5,609+114.2% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |