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 10-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 | $206,986 | $179,726+15.2% | $156,263+32.5% | $142,382+45.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.47% | 77.86%-59.4pp | 59.47%-41.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $7,714 | $5,069+52.2% | $4,333+78.0% | $4,299+79.4% |
| Participant deferral / active EE | $17,224 | $6,956+147.6% | $6,158+179.7% | $6,507+164.7% |
| Admin fee / account holder | $225 | $17,272-98.7% | $14,255-98.4% | $12,624-98.2% |