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 6-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 | $172,888 | $159,602+8.3% | $150,045+15.2% | $142,382+21.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.39% | 70.24%-50.8pp | 62.55%-43.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $8,124 | $4,961+63.8% | $4,693+73.1% | $4,299+89.0% |
| Participant deferral / active EE | $21,053 | $8,310+153.3% | $7,997+163.3% | $6,507+223.5% |
| Admin fee / account holder | $178 | $14,846-98.8% | $13,435-98.7% | $12,624-98.6% |