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 10-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 | $196,867 | $96,305+104.4% | $80,569+144.3% | $139,434+41.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 21.73% | 1350.08%-1328.4pp | 935.43%-913.7pp | 372.94%-351.2pp |
| Employer contribution / active EE | $3,663 | $3,262+12.3% | $2,723+34.5% | $4,751-22.9% |
| Participant deferral / active EE | $14,102 | $5,232+169.5% | $4,447+217.1% | $6,710+110.2% |
| Admin fee / account holder | $224 | $6,599-96.6% | $5,377-95.8% | $11,403-98.0% |