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 | $40,564 | $77,899-47.9% | $149,673-72.9% | $75,163-46.0% |
| Participation rate | 86.7% | 65.6%+21.1pp | 78.8%+7.9pp | 67.2%+19.5pp |
| Annual return | 108.53% | 31.72%+76.8pp | 134.42%-25.9pp | 160.62%-52.1pp |
| Employer contribution / active EE | $6,670 | $3,137+112.6% | $4,818+38.4% | $2,670+149.8% |
| Participant deferral / active EE | $6,133 | $3,411+79.8% | $5,680+8.0% | $4,125+48.7% |
| Admin fee / account holder | $179 | $5,956-97.0% | $13,210-98.6% | $5,651-96.8% |