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 8-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 | $238,693 | $185,822+28.5% | $169,993+40.4% | $139,434+71.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.61% | 60.50%-45.9pp | 53.37%-38.8pp | 372.94%-358.3pp |
| Employer contribution / active EE | $8,084 | $7,590+6.5% | $6,785+19.1% | $4,751+70.2% |
| Participant deferral / active EE | $17,598 | $11,622+51.4% | $10,408+69.1% | $6,710+162.3% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |