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 | $133,257 | $105,998+25.7% | $92,233+44.5% | $147,584-9.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.79% | 50.05%-34.3pp | 176.28%-160.5pp | 578.55%-562.8pp |
| Employer contribution / active EE | $14,328 | $4,333+230.7% | $3,679+289.4% | $4,876+193.8% |
| Participant deferral / active EE | $10,275 | $4,478+129.5% | $3,897+163.7% | $5,439+88.9% |
| Admin fee / account holder | $115 | $6,332-98.2% | $5,194-97.8% | $10,885-98.9% |