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 | $125,751 | $154,228-18.5% | $145,433-13.5% | $137,256-8.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.80% | 74.59%-52.8pp | 66.58%-44.8pp | 220.34%-198.5pp |
| Employer contribution / active EE | $7,955 | $4,804+65.6% | $4,554+74.7% | $4,156+91.4% |
| Participant deferral / active EE | $29,898 | $8,216+263.9% | $7,897+278.6% | $6,407+366.7% |
| Admin fee / account holder | $214 | $14,344-98.5% | $13,129-98.4% | $12,270-98.3% |