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 | $129,601 | $179,726-27.9% | $156,263-17.1% | $142,382-9.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 21.43% | 77.86%-56.4pp | 59.47%-38.0pp | 217.08%-195.6pp |
| Employer contribution / active EE | $14,221 | $5,069+180.5% | $4,333+228.2% | $4,299+230.8% |
| Participant deferral / active EE | $11,893 | $6,956+71.0% | $6,158+93.1% | $6,507+82.8% |
| Admin fee / account holder | $168 | $17,272-99.0% | $14,255-98.8% | $12,624-98.7% |