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 | $240,436 | $214,378+12.2% | $200,582+19.9% | $142,382+68.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 26.18% | 46.41%-20.2pp | 42.33%-16.2pp | 217.08%-190.9pp |
| Employer contribution / active EE | $7,297 | $6,841+6.7% | $6,419+13.7% | $4,299+69.7% |
| Participant deferral / active EE | $18,121 | $9,865+83.7% | $9,331+94.2% | $6,507+178.5% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |