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 7-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 | $117,701 | $99,921+17.8% | $85,009+38.5% | $145,959-19.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.83% | 83.89%-73.1pp | 66.47%-55.6pp | 561.95%-551.1pp |
| Employer contribution / active EE | $19,843 | $3,233+513.8% | $2,728+627.3% | $4,661+325.7% |
| Participant deferral / active EE | $30,500 | $5,293+476.3% | $4,522+574.5% | $6,689+356.0% |
| Admin fee / account holder | $0 | $7,252-100.0% | $6,153-100.0% | $13,398-100.0% |