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 9-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 | $165,899 | $160,055+3.7% | $140,016+18.5% | $135,375+22.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.80% | 911.38%-916.2pp | 651.12%-655.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $2,247 | $6,420-65.0% | $5,606-59.9% | $4,779-53.0% |
| Participant deferral / active EE | $9,375 | $7,642+22.7% | $6,927+35.3% | $5,609+67.1% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |