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 | $177,710 | $108,912+63.2% | $100,383+77.0% | $145,959+21.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 21.17% | 57.96%-36.8pp | 49.26%-28.1pp | 561.95%-540.8pp |
| Employer contribution / active EE | $1,845 | $4,423-58.3% | $3,944-53.2% | $4,661-60.4% |
| Participant deferral / active EE | $2,306 | $8,451-72.7% | $8,086-71.5% | $6,689-65.5% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,900-100.0% | $13,398-100.0% |