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 | $41,333 | $165,912-75.1% | $122,332-66.2% | $147,584-72.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 20.82% | 34.55%-13.7pp | 30.27%-9.4pp | 578.55%-557.7pp |
| Employer contribution / active EE | $18,456 | $5,754+220.7% | $4,050+355.7% | $4,876+278.5% |
| Participant deferral / active EE | $7,200 | $4,005+79.8% | $3,287+119.1% | $5,439+32.4% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |