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 9-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 | $136,468 | $177,572-23.1% | $154,803-11.8% | $142,382-4.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.83% | 65.07%-48.2pp | 58.88%-42.1pp | 217.08%-200.2pp |
| Employer contribution / active EE | $11,838 | $4,810+146.1% | $4,305+174.9% | $4,299+175.3% |
| Participant deferral / active EE | $6,985 | $6,272+11.4% | $5,540+26.1% | $6,507+7.3% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |