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 | $165,370 | $100,773+64.1% | $88,946+85.9% | $142,382+16.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 14.54% | 70.18%-55.6pp | 57.82%-43.3pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,809 | $2,918-38.0% | $2,555-29.2% | $4,299-57.9% |
| Participant deferral / active EE | $9,647 | $5,230+84.5% | $4,581+110.6% | $6,507+48.3% |
| Admin fee / account holder | $7 | $9,693-99.9% | $8,261-99.9% | $12,624-99.9% |