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 10-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 | $215,423 | $190,805+12.9% | $159,960+34.7% | $134,475+60.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -11.08% | 552.23%-563.3pp | 408.60%-419.7pp | 417.96%-429.0pp |
| Employer contribution / active EE | $29,354 | $4,995+487.6% | $4,226+594.6% | $4,740+519.3% |
| Participant deferral / active EE | $18,000 | $6,923+160.0% | $6,182+191.1% | $6,400+181.3% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |