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 7-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 | $71,628 | $209,336-65.8% | $197,124-63.7% | $137,256-47.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.95% | 48.09%-36.1pp | 44.34%-32.4pp | 220.34%-208.4pp |
| Employer contribution / active EE | $2,649 | $6,591-59.8% | $6,227-57.5% | $4,156-36.3% |
| Participant deferral / active EE | $5,680 | $9,614-40.9% | $9,135-37.8% | $6,407-11.3% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |