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 | $160,989 | $148,534+8.4% | $135,903+18.5% | $139,434+15.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.09% | 79.19%-61.1pp | 68.23%-50.1pp | 372.94%-354.9pp |
| Employer contribution / active EE | $9,030 | $5,243+72.2% | $4,856+85.9% | $4,751+90.1% |
| Participant deferral / active EE | $22,695 | $8,100+180.2% | $7,758+192.5% | $6,710+238.2% |
| Admin fee / account holder | $209 | $12,400-98.3% | $10,762-98.1% | $11,403-98.2% |