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 4-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 | $161,453 | $159,602+1.2% | $150,045+7.6% | $142,382+13.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.40% | 70.24%-48.8pp | 62.55%-41.1pp | 217.08%-195.7pp |
| Employer contribution / active EE | $25,353 | $4,961+411.1% | $4,693+440.2% | $4,299+489.7% |
| Participant deferral / active EE | $17,354 | $8,310+108.8% | $7,997+117.0% | $6,507+166.7% |
| Admin fee / account holder | $176 | $14,846-98.8% | $13,435-98.7% | $12,624-98.6% |