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 5-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 | $170,997 | $99,877+71.2% | $84,966+101.3% | $145,922+17.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.78% | 83.76%-71.0pp | 66.38%-53.6pp | 561.29%-548.5pp |
| Employer contribution / active EE | $6,112 | $3,231+89.1% | $2,727+124.1% | $4,660+31.2% |
| Participant deferral / active EE | $20,125 | $5,291+280.4% | $4,519+345.3% | $6,688+200.9% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |