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 5-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 | $132,505 | $159,934-17.2% | $147,005-9.9% | $145,959-9.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.66% | 98.24%-84.6pp | 418.76%-405.1pp | 561.95%-548.3pp |
| Employer contribution / active EE | $2,366 | $5,287-55.3% | $4,934-52.1% | $4,661-49.2% |
| Participant deferral / active EE | $7,422 | $8,427-11.9% | $8,070-8.0% | $6,689+11.0% |
| Admin fee / account holder | $168 | $15,053-98.9% | $13,006-98.7% | $13,398-98.7% |