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 | $116,464 | $101,618+14.6% | $93,063+25.1% | $137,256-15.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 20.38% | 223.95%-203.6pp | 34.15%-13.8pp | 220.34%-200.0pp |
| Employer contribution / active EE | $17,751 | $2,707+555.7% | $2,476+616.9% | $4,156+327.1% |
| Participant deferral / active EE | $11,449 | $4,279+167.6% | $3,958+189.3% | $6,407+78.7% |
| Admin fee / account holder | $173 | $6,198-97.2% | $6,033-97.1% | $12,270-98.6% |