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 7-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 | $159,217 | $239,571-33.5% | $183,328-13.2% | $137,256+16.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 18.45% | 35.69%-17.2pp | 29.67%-11.2pp | 220.34%-201.9pp |
| Employer contribution / active EE | $6,369 | $6,148+3.6% | $5,055+26.0% | $4,156+53.2% |
| Participant deferral / active EE | $13,261 | $7,995+65.9% | $6,795+95.2% | $6,407+107.0% |
| Admin fee / account holder | $293 | $30,059-99.0% | $21,427-98.6% | $12,270-97.6% |