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 | $98,797 | $209,411-52.8% | $178,490-44.6% | $158,922-37.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.31% | 188.75%-175.4pp | 151.07%-137.8pp | 302.83%-289.5pp |
| Employer contribution / active EE | $7,166 | $5,706+25.6% | $5,011+43.0% | $4,761+50.5% |
| Participant deferral / active EE | $7,996 | $5,954+34.3% | $5,202+53.7% | $5,982+33.7% |
| Admin fee / account holder | $15 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |