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 6-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 | $88,763 | $214,378-58.6% | $200,582-55.7% | $142,382-37.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.50% | 46.41%-22.9pp | 42.33%-18.8pp | 217.08%-193.6pp |
| Employer contribution / active EE | $10,987 | $6,841+60.6% | $6,419+71.2% | $4,299+155.6% |
| Participant deferral / active EE | $18,312 | $9,865+85.6% | $9,331+96.2% | $6,507+181.4% |
| Admin fee / account holder | $114 | $17,692-99.4% | $16,305-99.3% | $12,624-99.1% |