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 4-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 | $159,031 | $158,398+0.4% | $126,539+25.7% | $142,382+11.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 12.65% | 593.76%-581.1pp | 425.95%-413.3pp | 217.08%-204.4pp |
| Employer contribution / active EE | $14,180 | $4,650+205.0% | $3,674+286.0% | $4,299+229.8% |
| Participant deferral / active EE | $4,700 | $4,767-1.4% | $4,083+15.1% | $6,507-27.8% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |