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 4-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 | $150,698 | $138,065+9.1% | $123,544+22.0% | $135,375+11.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 26.87% | 153.68%-126.8pp | 119.20%-92.3pp | 519.73%-492.9pp |
| Employer contribution / active EE | $9,027 | $5,151+75.2% | $4,628+95.1% | $4,779+88.9% |
| Participant deferral / active EE | $6,338 | $6,799-6.8% | $6,426-1.4% | $5,609+13.0% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |