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 7-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 | $122,423 | $214,378-42.9% | $200,582-39.0% | $142,382-14.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.12% | 46.41%-24.3pp | 42.33%-20.2pp | 217.08%-195.0pp |
| Employer contribution / active EE | $3,609 | $6,841-47.3% | $6,419-43.8% | $4,299-16.1% |
| Participant deferral / active EE | $14,167 | $9,865+43.6% | $9,331+51.8% | $6,507+117.7% |
| Admin fee / account holder | $67 | $17,692-99.6% | $16,305-99.6% | $12,624-99.5% |