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 | $89,306 | $177,572-49.7% | $154,803-42.3% | $142,382-37.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.84% | 65.07%-51.2pp | 58.88%-45.0pp | 217.08%-203.2pp |
| Employer contribution / active EE | $13,668 | $4,810+184.1% | $4,305+217.5% | $4,299+217.9% |
| Participant deferral / active EE | $16,125 | $6,272+157.1% | $5,540+191.0% | $6,507+147.8% |
| Admin fee / account holder | $172 | $16,786-99.0% | $14,329-98.8% | $12,624-98.6% |