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 9-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 | $97,280 | $209,411-53.5% | $178,490-45.5% | $158,922-38.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 28.16% | 188.75%-160.6pp | 151.07%-122.9pp | 302.83%-274.7pp |
| Employer contribution / active EE | $1,352 | $5,706-76.3% | $5,011-73.0% | $4,761-71.6% |
| Participant deferral / active EE | $15,167 | $5,954+154.7% | $5,202+191.6% | $5,982+153.5% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |