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 7-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 | $64,855 | $159,602-59.4% | $150,045-56.8% | $142,382-54.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.04% | 70.24%-51.2pp | 62.55%-43.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $10,479 | $4,961+111.3% | $4,693+123.3% | $4,299+143.8% |
| Participant deferral / active EE | $9,743 | $8,310+17.2% | $7,997+21.8% | $6,507+49.7% |
| Admin fee / account holder | $200 | $14,846-98.7% | $13,435-98.5% | $12,624-98.4% |