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 | $94,067 | $63,346+48.5% | $92,233+2.0% | $70,131+34.1% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 18.04% | 530.12%-512.1pp | 176.28%-158.2pp | 73.14%-55.1pp |
| Employer contribution / active EE | $7,626 | $2,471+208.6% | $3,679+107.3% | $2,342+225.6% |
| Participant deferral / active EE | $5,890 | $2,854+106.4% | $3,897+51.2% | $3,332+76.8% |
| Admin fee / account holder | $109 | $3,840-97.2% | $5,194-97.9% | $4,645-97.6% |