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 | $170,505 | $94,529+80.4% | $140,016+21.8% | $64,186+165.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 8.93% | 7.77%+1.2pp | 651.12%-642.2pp | 7.63%+1.3pp |
| Employer contribution / active EE | $2,685 | $3,812-29.6% | $5,606-52.1% | $2,381+12.8% |
| Participant deferral / active EE | $4,617 | $5,250-12.1% | $6,927-33.3% | $3,470+33.1% |
| Admin fee / account holder | $129 | $6,741-98.1% | $10,705-98.8% | $4,888-97.4% |