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 5-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 | $19,889 | $177,572-88.8% | $154,803-87.2% | $142,382-86.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 23.31% | 65.07%-41.8pp | 58.88%-35.6pp | 217.08%-193.8pp |
| Employer contribution / active EE | $3,213 | $4,810-33.2% | $4,305-25.4% | $4,299-25.3% |
| Participant deferral / active EE | $8,384 | $6,272+33.7% | $5,540+51.3% | $6,507+28.8% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |