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 3-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 | $137,532 | $107,452+28.0% | $91,541+50.2% | $142,382-3.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 16.30% | 22.06%-5.8pp | 20.50%-4.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $11,944 | $2,994+298.9% | $2,505+376.9% | $4,299+177.8% |
| Participant deferral / active EE | $31,662 | $4,754+566.0% | $4,008+690.0% | $6,507+386.6% |
| Admin fee / account holder | $277 | $8,834-96.9% | $6,956-96.0% | $12,624-97.8% |