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 | $143,689 | $68,097+111.0% | $62,929+128.3% | $137,256+4.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 19.78% | 1859.11%-1839.3pp | 1063.93%-1044.1pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,504 | $2,811-46.5% | $2,505-39.9% | $4,156-63.8% |
| Participant deferral / active EE | $12,268 | $4,553+169.5% | $3,888+215.5% | $6,407+91.5% |
| Admin fee / account holder | $175 | $6,521-97.3% | $5,065-96.6% | $12,270-98.6% |