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 4-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 | $222,196 | $177,572+25.1% | $154,803+43.5% | $142,382+56.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.34% | 65.07%-50.7pp | 58.88%-44.5pp | 217.08%-202.7pp |
| Employer contribution / active EE | $7,122 | $4,810+48.1% | $4,305+65.4% | $4,299+65.7% |
| Participant deferral / active EE | $9,193 | $6,272+46.6% | $5,540+65.9% | $6,507+41.3% |
| Admin fee / account holder | $59 | $16,786-99.6% | $14,329-99.6% | $12,624-99.5% |