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 | $113,594 | $154,228-26.3% | $145,433-21.9% | $137,256-17.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.66% | 74.59%-49.9pp | 66.58%-41.9pp | 220.34%-195.7pp |
| Employer contribution / active EE | $2,798 | $4,804-41.8% | $4,554-38.6% | $4,156-32.7% |
| Participant deferral / active EE | $25,724 | $8,216+213.1% | $7,897+225.7% | $6,407+301.5% |
| Admin fee / account holder | $206 | $14,344-98.6% | $13,129-98.4% | $12,270-98.3% |