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 | $240,595 | $153,772+56.5% | $133,980+79.6% | $273,961-12.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 1026.74% | 36.51%+990.2pp | 29.30%+997.4pp | 41.45%+985.3pp |
| Employer contribution / active EE | $13,849 | $6,029+129.7% | $5,211+165.7% | $4,869+184.5% |
| Participant deferral / active EE | $7,001 | $6,958+0.6% | $6,282+11.4% | $5,287+32.4% |
| Admin fee / account holder | $67 | $11,765-99.4% | $9,324-99.3% | $10,132-99.3% |