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 3-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 | $121,860 | $106,584+14.3% | $101,326+20.3% | $142,382-14.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 23.90% | 36.93%-13.0pp | 36.82%-12.9pp | 217.08%-193.2pp |
| Employer contribution / active EE | $10,326 | $3,956+161.0% | $3,665+181.7% | $4,299+140.2% |
| Participant deferral / active EE | $17,697 | $8,297+113.3% | $7,994+121.4% | $6,507+172.0% |
| Admin fee / account holder | $132 | $11,446-98.9% | $11,185-98.8% | $12,624-99.0% |