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 | $162,149 | $209,832-22.7% | $189,513-14.4% | $167,490-3.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 748.27%-748.3pp | 555.15%-555.2pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,918 | $6,914-57.8% | $6,162-52.6% | $4,837-39.7% |
| Participant deferral / active EE | $13,959 | $8,935+56.2% | $8,221+69.8% | $6,341+120.1% |
| Admin fee / account holder | $15 | $14,293-99.9% | $12,045-99.9% | $12,309-99.9% |