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 | $83,863 | $177,572-52.8% | $154,803-45.8% | $142,382-41.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 62.91% | 65.07%-2.2pp | 58.88%+4.0pp | 217.08%-154.2pp |
| Employer contribution / active EE | $15,590 | $4,810+224.1% | $4,305+262.1% | $4,299+262.6% |
| Participant deferral / active EE | $12,400 | $6,272+97.7% | $5,540+123.8% | $6,507+90.6% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |