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 | $25,188 | $175,202-85.6% | $149,673-83.2% | $139,434-81.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 44.16% | 166.71%-122.6pp | 134.42%-90.3pp | 372.94%-328.8pp |
| Employer contribution / active EE | $10,503 | $5,474+91.9% | $4,818+118.0% | $4,751+121.1% |
| Participant deferral / active EE | $8,406 | $6,519+29.0% | $5,680+48.0% | $6,710+25.3% |
| Admin fee / account holder | $160 | $16,150-99.0% | $13,210-98.8% | $11,403-98.6% |