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 3-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 | $200,534 | $201,272-0.4% | $184,203+8.9% | $145,922+37.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.30% | 29.00%-13.7pp | 28.81%-13.5pp | 561.29%-546.0pp |
| Employer contribution / active EE | $2,400 | $7,022-65.8% | $6,427-62.7% | $4,660-48.5% |
| Participant deferral / active EE | $23,000 | $9,806+134.6% | $9,131+151.9% | $6,688+243.9% |
| Admin fee / account holder | $285 | $16,364-98.3% | $13,901-97.9% | $13,397-97.9% |