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 10-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 | $146,990 | $77,899+88.7% | $149,673-1.8% | $75,163+95.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 23.27% | 31.72%-8.4pp | 134.42%-111.1pp | 160.62%-137.3pp |
| Employer contribution / active EE | $7,625 | $3,137+143.0% | $4,818+58.3% | $2,670+185.6% |
| Participant deferral / active EE | $5,937 | $3,411+74.1% | $5,680+4.5% | $4,125+43.9% |
| Admin fee / account holder | $0 | $5,956-100.0% | $13,210-100.0% | $5,651-100.0% |