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 3-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 | $225,219 | $183,519+22.7% | $155,509+44.8% | $145,922+54.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.91% | 61.17%-40.3pp | 64.67%-43.8pp | 561.29%-540.4pp |
| Employer contribution / active EE | $6,254 | $5,313+17.7% | $4,672+33.8% | $4,660+34.2% |
| Participant deferral / active EE | $18,518 | $6,462+186.5% | $5,626+229.1% | $6,688+176.9% |
| Admin fee / account holder | $230 | $19,313-98.8% | $15,912-98.6% | $13,397-98.3% |