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 | $123,570 | $159,602-22.6% | $150,045-17.6% | $142,382-13.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.29% | 70.24%-53.9pp | 62.55%-46.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $4,034 | $4,961-18.7% | $4,693-14.0% | $4,299-6.2% |
| Participant deferral / active EE | $9,834 | $8,310+18.3% | $7,997+23.0% | $6,507+51.1% |
| Admin fee / account holder | $37 | $14,846-99.8% | $13,435-99.7% | $12,624-99.7% |