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 8-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 | $208,257 | $95,193+118.8% | $76,523+172.1% | $135,375+53.8% |
| Participation rate | 83.3% | 74.4%+8.9pp | 68.0%+15.3pp | 82.6%+0.7pp |
| Annual return | 47.66% | 4.85%+42.8pp | -0.27%+47.9pp | 519.73%-472.1pp |
| Employer contribution / active EE | $1,960 | $3,302-40.7% | $2,647-26.0% | $4,779-59.0% |
| Participant deferral / active EE | $12,533 | $4,639+170.2% | $3,835+226.8% | $5,609+123.5% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |