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 | $144,239 | $159,602-9.6% | $150,045-3.9% | $142,382+1.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.00% | 70.24%-57.2pp | 62.55%-49.6pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,364 | $4,961-72.5% | $4,693-70.9% | $4,299-68.3% |
| Participant deferral / active EE | $4,052 | $8,310-51.2% | $7,997-49.3% | $6,507-37.7% |
| Admin fee / account holder | $43 | $14,846-99.7% | $13,435-99.7% | $12,624-99.7% |