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 | $98,496 | $167,484-41.2% | $151,611-35.0% | $134,475-26.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 25.18% | 7.80%+17.4pp | 3.33%+21.8pp | 417.96%-392.8pp |
| Employer contribution / active EE | $2,475 | $6,829-63.8% | $6,166-59.9% | $4,740-47.8% |
| Participant deferral / active EE | $17,500 | $8,986+94.8% | $8,363+109.2% | $6,400+173.4% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |