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 | $67,823+198.5% | $52,425+286.2% | $137,256+47.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 19.85% | 219.11%-199.3pp | 302.12%-282.3pp | 220.34%-200.5pp |
| Employer contribution / active EE | $3,837 | $1,163+229.9% | $914+319.7% | $4,156-7.7% |
| Participant deferral / active EE | $17,487 | $2,288+664.3% | $1,790+876.7% | $6,407+172.9% |
| Admin fee / account holder | $222 | $2,844-92.2% | $2,495-91.1% | $12,270-98.2% |