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 | $198,516 | $84,696+134.4% | $75,696+162.3% | $167,490+18.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 32.35% | 199.36%-167.0pp | 104.53%-72.2pp | 478.56%-446.2pp |
| Employer contribution / active EE | $2,723 | $3,230-15.7% | $2,743-0.7% | $4,837-43.7% |
| Participant deferral / active EE | $5,987 | $4,580+30.7% | $3,821+56.7% | $6,341-5.6% |
| Admin fee / account holder | $0 | $5,355-100.0% | $3,619-100.0% | $12,309-100.0% |