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 9-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 | $231,135 | $110,257+109.6% | $96,544+139.4% | $139,434+65.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 17.19% | 26.32%-9.1pp | 25.84%-8.7pp | 372.94%-355.8pp |
| Employer contribution / active EE | $2,144 | $3,620-40.8% | $2,965-27.7% | $4,751-54.9% |
| Participant deferral / active EE | $12,278 | $5,548+121.3% | $4,851+153.1% | $6,710+83.0% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |