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 | $120,364 | $172,111-30.1% | $150,298-19.9% | $137,256-12.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.98% | 69.37%-48.4pp | 62.79%-41.8pp | 220.34%-199.4pp |
| Employer contribution / active EE | $7,430 | $4,636+60.3% | $4,154+78.9% | $4,156+78.8% |
| Participant deferral / active EE | $7,833 | $6,166+27.0% | $5,453+43.7% | $6,407+22.3% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |