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 6-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 | $126,764 | $74,888+69.3% | $71,209+78.0% | $142,382-11.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.43% | 345.14%-323.7pp | 282.51%-261.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $5,176 | $2,854+81.3% | $2,721+90.2% | $4,299+20.4% |
| Participant deferral / active EE | $18,350 | $4,454+312.0% | $4,175+339.5% | $6,507+182.0% |
| Admin fee / account holder | $285 | $5,568-94.9% | $5,349-94.7% | $12,624-97.7% |