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 4-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 | $145,856 | $70,756+106.1% | $65,493+122.7% | $142,382+2.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 20.13% | 1754.89%-1734.8pp | 982.45%-962.3pp | 217.08%-196.9pp |
| Employer contribution / active EE | $4,580 | $2,881+59.0% | $2,574+77.9% | $4,299+6.5% |
| Participant deferral / active EE | $31,000 | $4,637+568.5% | $3,961+682.6% | $6,507+376.4% |
| Admin fee / account holder | $231 | $6,559-96.5% | $5,028-95.4% | $12,624-98.2% |