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 | $189,874 | $109,881+72.8% | $150,045+26.5% | $84,808+123.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 20.39% | 28.25%-7.9pp | 62.55%-42.2pp | 40.90%-20.5pp |
| Employer contribution / active EE | $17,005 | $3,561+377.5% | $4,693+262.3% | $2,631+546.3% |
| Participant deferral / active EE | $9,820 | $6,636+48.0% | $7,997+22.8% | $4,212+133.2% |
| Admin fee / account holder | $265 | $8,568-96.9% | $13,435-98.0% | $7,344-96.4% |