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 5-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 | $202,459 | $70,606+186.7% | $53,898+275.6% | $142,382+42.2% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 19.85% | 619.81%-600.0pp | 528.60%-508.8pp | 217.08%-197.2pp |
| Employer contribution / active EE | $3,837 | $1,202+219.1% | $932+311.6% | $4,299-10.8% |
| Participant deferral / active EE | $17,487 | $2,364+639.7% | $1,826+857.5% | $6,507+168.7% |
| Admin fee / account holder | $222 | $2,852-92.2% | $2,491-91.1% | $12,624-98.2% |