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 | $159,707 | $74,888+113.3% | $71,209+124.3% | $142,382+12.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 45.88% | 345.14%-299.3pp | 282.51%-236.6pp | 217.08%-171.2pp |
| Employer contribution / active EE | $2,421 | $2,854-15.2% | $2,721-11.0% | $4,299-43.7% |
| Participant deferral / active EE | $7,531 | $4,454+69.1% | $4,175+80.4% | $6,507+15.7% |
| Admin fee / account holder | $140 | $5,568-97.5% | $5,349-97.4% | $12,624-98.9% |