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 | $213,876 | $127,065+68.3% | $113,168+89.0% | $142,382+50.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 10.18% | 24.03%-13.9pp | 24.27%-14.1pp | 217.08%-206.9pp |
| Employer contribution / active EE | $7,725 | $3,442+124.4% | $2,975+159.7% | $4,299+79.7% |
| Participant deferral / active EE | $13,435 | $5,716+135.0% | $5,107+163.1% | $6,507+106.5% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |