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 | $144,992 | $185,822-22.0% | $169,993-14.7% | $139,434+4.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.05% | 60.50%-37.4pp | 53.37%-30.3pp | 372.94%-349.9pp |
| Employer contribution / active EE | $10,915 | $7,590+43.8% | $6,785+60.9% | $4,751+129.7% |
| Participant deferral / active EE | $13,901 | $11,622+19.6% | $10,408+33.6% | $6,710+107.2% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |