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 | $126,216 | $214,378-41.1% | $200,582-37.1% | $142,382-11.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.06% | 46.41%-30.3pp | 42.33%-26.3pp | 217.08%-201.0pp |
| Employer contribution / active EE | $8,956 | $6,841+30.9% | $6,419+39.5% | $4,299+108.3% |
| Participant deferral / active EE | $7,788 | $9,865-21.1% | $9,331-16.5% | $6,507+19.7% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |