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 | $150,601 | $214,378-29.7% | $200,582-24.9% | $142,382+5.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.64% | 46.41%-22.8pp | 42.33%-18.7pp | 217.08%-193.4pp |
| Employer contribution / active EE | $10,355 | $6,841+51.4% | $6,419+61.3% | $4,299+140.9% |
| Participant deferral / active EE | $9,808 | $9,865-0.6% | $9,331+5.1% | $6,507+50.7% |
| Admin fee / account holder | $39 | $17,692-99.8% | $16,305-99.8% | $12,624-99.7% |