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 | $149,502 | $138,044+8.3% | $125,339+19.3% | $134,475+11.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.73% | 750.33%-770.1pp | 572.05%-591.8pp | 417.96%-437.7pp |
| Employer contribution / active EE | $6,591 | $5,243+25.7% | $4,814+36.9% | $4,740+39.1% |
| Participant deferral / active EE | $15,335 | $7,799+96.6% | $7,446+105.9% | $6,400+139.6% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |