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 | $194,835 | $185,822+4.9% | $169,993+14.6% | $139,434+39.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.81% | 60.50%-38.7pp | 53.37%-31.6pp | 372.94%-351.1pp |
| Employer contribution / active EE | $21,399 | $7,590+181.9% | $6,785+215.4% | $4,751+350.4% |
| Participant deferral / active EE | $16,943 | $11,622+45.8% | $10,408+62.8% | $6,710+152.5% |
| Admin fee / account holder | $3 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |