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 | $149,044 | $202,318-26.3% | $172,739-13.7% | $152,861-2.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.32% | 1029.65%-1004.3pp | 802.84%-777.5pp | 345.32%-320.0pp |
| Employer contribution / active EE | $7,955 | $5,856+35.8% | $5,143+54.7% | $4,762+67.0% |
| Participant deferral / active EE | $6,307 | $5,948+6.0% | $5,198+21.3% | $5,850+7.8% |
| Admin fee / account holder | $20 | $17,109-99.9% | $13,954-99.9% | $11,596-99.8% |