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 | $50,130 | $227,553-78.0% | $189,557-73.6% | $167,490-70.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 13.79% | 78.40%-64.6pp | 64.17%-50.4pp | 478.56%-464.8pp |
| Employer contribution / active EE | $19,815 | $5,316+272.7% | $4,412+349.1% | $4,837+309.6% |
| Participant deferral / active EE | $8,937 | $7,002+27.6% | $6,174+44.8% | $6,341+40.9% |
| Admin fee / account holder | $88 | $11,878-99.3% | $9,807-99.1% | $12,309-99.3% |