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 4-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 | $96,741 | $183,519-47.3% | $155,509-37.8% | $145,922-33.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.56% | 61.17%-38.6pp | 64.67%-42.1pp | 561.29%-538.7pp |
| Employer contribution / active EE | $17,409 | $5,313+227.7% | $4,672+272.6% | $4,660+273.6% |
| Participant deferral / active EE | $10,220 | $6,462+58.1% | $5,626+81.6% | $6,688+52.8% |
| Admin fee / account holder | $238 | $19,313-98.8% | $15,912-98.5% | $13,397-98.2% |