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 | $88,972 | $209,411-57.5% | $178,490-50.2% | $158,922-44.0% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 6.48% | 188.75%-182.3pp | 151.07%-144.6pp | 302.83%-296.3pp |
| Employer contribution / active EE | $16,644 | $5,706+191.7% | $5,011+232.2% | $4,761+249.6% |
| Participant deferral / active EE | $16,517 | $5,954+177.4% | $5,202+217.5% | $5,982+176.1% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |