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 | $122,980 | $158,817-22.6% | $121,196+1.5% | $135,375-9.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | 21.36% | -0.64%+22.0pp | 16.93%+4.4pp | 519.73%-498.4pp |
| Employer contribution / active EE | $12,376 | $5,665+118.5% | $4,022+207.7% | $4,779+159.0% |
| Participant deferral / active EE | $16,875 | $4,005+321.4% | $3,344+404.6% | $5,609+200.9% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |