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 | $114,830 | $159,602-28.1% | $150,045-23.5% | $142,382-19.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.68% | 70.24%-49.6pp | 62.55%-41.9pp | 217.08%-196.4pp |
| Employer contribution / active EE | $7,061 | $4,961+42.3% | $4,693+50.5% | $4,299+64.2% |
| Participant deferral / active EE | $14,910 | $8,310+79.4% | $7,997+86.4% | $6,507+129.1% |
| Admin fee / account holder | $253 | $14,846-98.3% | $13,435-98.1% | $12,624-98.0% |