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 5-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 | $235,269 | $93,071+152.8% | $74,583+215.4% | $273,961-14.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 4.75% | 26.18%-21.4pp | 20.47%-15.7pp | 41.45%-36.7pp |
| Employer contribution / active EE | $13,929 | $3,160+340.8% | $2,525+451.6% | $4,869+186.1% |
| Participant deferral / active EE | $13,716 | $4,160+229.7% | $3,458+296.6% | $5,287+159.4% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |