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 4-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 | $103,562 | $209,336-50.5% | $197,124-47.5% | $137,256-24.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 24.52% | 48.09%-23.6pp | 44.34%-19.8pp | 220.34%-195.8pp |
| Employer contribution / active EE | $8,687 | $6,591+31.8% | $6,227+39.5% | $4,156+109.0% |
| Participant deferral / active EE | $12,272 | $9,614+27.6% | $9,135+34.3% | $6,407+91.5% |
| Admin fee / account holder | $113 | $17,308-99.3% | $16,298-99.3% | $12,270-99.1% |