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 6-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 | $90,368 | $185,822-51.4% | $169,993-46.8% | $139,434-35.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 27.93% | 60.50%-32.6pp | 53.37%-25.4pp | 372.94%-345.0pp |
| Employer contribution / active EE | $11,358 | $7,590+49.6% | $6,785+67.4% | $4,751+139.1% |
| Participant deferral / active EE | $7,706 | $11,622-33.7% | $10,408-26.0% | $6,710+14.8% |
| Admin fee / account holder | $228 | $15,381-98.5% | $12,815-98.2% | $11,403-98.0% |