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 | $198,185 | $135,635+46.1% | $110,238+79.8% | $135,375+46.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 456.43% | 513.19%-56.8pp | 314.74%+141.7pp | 519.73%-63.3pp |
| Employer contribution / active EE | $1,665 | $4,906-66.1% | $3,826-56.5% | $4,779-65.2% |
| Participant deferral / active EE | $8,600 | $5,506+56.2% | $4,672+84.1% | $5,609+53.3% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |