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 | $122,780 | $209,336-41.3% | $197,124-37.7% | $137,256-10.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.15% | 48.09%-32.9pp | 44.34%-29.2pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,719 | $6,591-58.7% | $6,227-56.3% | $4,156-34.6% |
| Participant deferral / active EE | $3,098 | $9,614-67.8% | $9,135-66.1% | $6,407-51.6% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |