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 8-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 | $144,646 | $210,648-31.3% | $177,989-18.7% | $145,922-0.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 23.65% | 385.86%-362.2pp | 294.48%-270.8pp | 561.29%-537.6pp |
| Employer contribution / active EE | $2,936 | $4,565-35.7% | $3,949-25.6% | $4,660-37.0% |
| Participant deferral / active EE | $12,570 | $6,958+80.7% | $6,276+100.3% | $6,688+88.0% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |