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 7-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 | $150,984 | $111,535+35.4% | $105,223+43.5% | $137,256+10.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 80.08% | 237.85%-157.8pp | 180.65%-100.6pp | 220.34%-140.3pp |
| Employer contribution / active EE | $30,966 | $3,939+686.0% | $3,689+739.5% | $4,156+645.1% |
| Participant deferral / active EE | $23,500 | $5,500+327.3% | $5,072+363.4% | $6,407+266.8% |
| Admin fee / account holder | $50 | $9,721-99.5% | $8,859-99.4% | $12,270-99.6% |