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 | $17,486 | $159,602-89.0% | $150,045-88.3% | $142,382-87.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 71.51% | 70.24%+1.3pp | 62.55%+9.0pp | 217.08%-145.6pp |
| Employer contribution / active EE | $2,232 | $4,961-55.0% | $4,693-52.4% | $4,299-48.1% |
| Participant deferral / active EE | $2,495 | $8,310-70.0% | $7,997-68.8% | $6,507-61.7% |
| Admin fee / account holder | $26 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |