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 8-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 | $92,320 | $123,793-25.4% | $177,821-48.1% | $79,858+15.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 23.07% | 22.82%+0.3pp | 48.32%-25.3pp | 31.71%-8.6pp |
| Employer contribution / active EE | $14,003 | $4,095+241.9% | $5,918+136.6% | $2,471+466.7% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $96 | $7,243-98.7% | $12,427-99.2% | $5,306-98.2% |