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 | $213,566 | $474,542-55.0% | $128,494+66.2% | $474,542-55.0% |
| Participation rate | 100.0% | 87.2%+12.8pp | 100.0%0pp | 87.2%+12.8pp |
| Annual return | 17.12% | 7.51%+9.6pp | 15.67%+1.4pp | 7.51%+9.6pp |
| Employer contribution / active EE | $25,000 | $27,752-9.9% | $10,267+143.5% | $27,752-9.9% |
| Participant deferral / active EE | $0 | $6,403-100.0% | $2,741-100.0% | $6,403-100.0% |
| Admin fee / account holder | $0 | $6,133-100.0% | $293-100.0% | $6,133-100.0% |