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 6-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 | $112,191 | $117,983-4.9% | $101,794+10.2% | $142,382-21.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.84% | 36.92%-23.1pp | 30.53%-16.7pp | 217.08%-203.2pp |
| Employer contribution / active EE | $2,996 | $2,773+8.1% | $2,289+30.9% | $4,299-30.3% |
| Participant deferral / active EE | $13,752 | $4,714+191.7% | $4,084+236.7% | $6,507+111.3% |
| Admin fee / account holder | $50 | $10,433-99.5% | $8,777-99.4% | $12,624-99.6% |