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 7-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 | $98,127 | $100,773-2.6% | $88,946+10.3% | $142,382-31.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 17.14% | 70.18%-53.0pp | 57.82%-40.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $6,384 | $2,918+118.8% | $2,555+149.8% | $4,299+48.5% |
| Participant deferral / active EE | $12,412 | $5,230+137.3% | $4,581+170.9% | $6,507+90.7% |
| Admin fee / account holder | $215 | $9,693-97.8% | $8,261-97.4% | $12,624-98.3% |