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 5-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 | $165,367 | $159,602+3.6% | $150,045+10.2% | $142,382+16.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 27.12% | 70.24%-43.1pp | 62.55%-35.4pp | 217.08%-190.0pp |
| Employer contribution / active EE | $40,766 | $4,961+721.8% | $4,693+768.6% | $4,299+848.2% |
| Participant deferral / active EE | $20,582 | $8,310+147.7% | $7,997+157.4% | $6,507+216.3% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |