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 | $80,312 | $209,336-61.6% | $197,124-59.3% | $137,256-41.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.02% | 48.09%-27.1pp | 44.34%-23.3pp | 220.34%-199.3pp |
| Employer contribution / active EE | $2,258 | $6,591-65.7% | $6,227-63.7% | $4,156-45.7% |
| Participant deferral / active EE | $11,000 | $9,614+14.4% | $9,135+20.4% | $6,407+71.7% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |