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 7-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 | $150,917 | $111,814+35.0% | $103,374+46.0% | $145,959+3.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 250.48% | 24.77%+225.7pp | 24.89%+225.6pp | 561.95%-311.5pp |
| Employer contribution / active EE | $5,284 | $4,214+25.4% | $3,869+36.6% | $4,661+13.4% |
| Participant deferral / active EE | $9,426 | $5,618+67.8% | $5,058+86.4% | $6,689+40.9% |
| Admin fee / account holder | $81 | $9,754-99.2% | $8,394-99.0% | $13,398-99.4% |