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 | $198,097 | $104,251+90.0% | $91,001+117.7% | $147,584+34.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 12.72% | 27.06%-14.3pp | 4.60%+8.1pp | 578.55%-565.8pp |
| Employer contribution / active EE | $9,481 | $3,116+204.3% | $2,456+286.1% | $4,876+94.4% |
| Participant deferral / active EE | $2,963 | $4,195-29.4% | $3,547-16.5% | $5,439-45.5% |
| Admin fee / account holder | $3 | $8,948-100.0% | $5,417-99.9% | $10,885-100.0% |