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 3-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 | $56,626 | $183,519-69.1% | $155,509-63.6% | $145,922-61.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 118.18% | 61.17%+57.0pp | 64.67%+53.5pp | 561.29%-443.1pp |
| Employer contribution / active EE | $8,914 | $5,313+67.8% | $4,672+90.8% | $4,660+91.3% |
| Participant deferral / active EE | $12,831 | $6,462+98.5% | $5,626+128.1% | $6,688+91.9% |
| Admin fee / account holder | $56 | $19,313-99.7% | $15,912-99.6% | $13,397-99.6% |