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 3-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 | $88,049 | $214,378-58.9% | $200,582-56.1% | $142,382-38.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.16% | 46.41%-25.2pp | 42.33%-21.2pp | 217.08%-195.9pp |
| Employer contribution / active EE | $4,413 | $6,841-35.5% | $6,419-31.2% | $4,299+2.7% |
| Participant deferral / active EE | $18,070 | $9,865+83.2% | $9,331+93.6% | $6,507+177.7% |
| Admin fee / account holder | $292 | $17,692-98.3% | $16,305-98.2% | $12,624-97.7% |