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 | $183,363 | $209,832-12.6% | $189,513-3.2% | $167,490+9.5% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 11.90% | 748.27%-736.4pp | 555.15%-543.3pp | 478.56%-466.7pp |
| Employer contribution / active EE | $8,042 | $6,914+16.3% | $6,162+30.5% | $4,837+66.3% |
| Participant deferral / active EE | $12,472 | $8,935+39.6% | $8,221+51.7% | $6,341+96.7% |
| Admin fee / account holder | $21 | $14,293-99.9% | $12,045-99.8% | $12,309-99.8% |