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 10-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 | $217,720 | $167,484+30.0% | $151,611+43.6% | $134,475+61.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.71% | 7.80%-20.5pp | 3.33%-16.0pp | 417.96%-430.7pp |
| Employer contribution / active EE | $12,717 | $6,829+86.2% | $6,166+106.2% | $4,740+168.3% |
| Participant deferral / active EE | $10,932 | $8,986+21.7% | $8,363+30.7% | $6,400+70.8% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |