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 9-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 | $129,172 | $176,662-26.9% | $130,648-1.1% | $152,861-15.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 19.51% | 2692.24%-2672.7pp | 1708.96%-1689.4pp | 345.32%-325.8pp |
| Employer contribution / active EE | $18,143 | $5,742+216.0% | $4,092+343.4% | $4,762+281.0% |
| Participant deferral / active EE | $3,800 | $4,361-12.9% | $3,603+5.5% | $5,850-35.0% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |