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 | $224,656 | $179,726+25.0% | $156,263+43.8% | $142,382+57.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 23.15% | 77.86%-54.7pp | 59.47%-36.3pp | 217.08%-193.9pp |
| Employer contribution / active EE | $6,380 | $5,069+25.9% | $4,333+47.2% | $4,299+48.4% |
| Participant deferral / active EE | $23,667 | $6,956+240.2% | $6,158+284.3% | $6,507+263.7% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |