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 | $126,522 | $198,466-36.3% | $170,442-25.8% | $147,584-14.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 26.87% | 257.29%-230.4pp | 205.93%-179.1pp | 578.55%-551.7pp |
| Employer contribution / active EE | $19,362 | $6,184+213.1% | $5,433+256.4% | $4,876+297.1% |
| Participant deferral / active EE | $10,356 | $5,629+84.0% | $4,939+109.7% | $5,439+90.4% |
| Admin fee / account holder | $17 | $16,852-99.9% | $13,880-99.9% | $10,885-99.8% |