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 | $152,544 | $154,228-1.1% | $145,433+4.9% | $137,256+11.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.13% | 74.59%-54.5pp | 66.58%-46.4pp | 220.34%-200.2pp |
| Employer contribution / active EE | $9,024 | $4,804+87.8% | $4,554+98.1% | $4,156+117.1% |
| Participant deferral / active EE | $18,712 | $8,216+127.7% | $7,897+136.9% | $6,407+192.1% |
| Admin fee / account holder | $158 | $14,344-98.9% | $13,129-98.8% | $12,270-98.7% |