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 | $69,954 | $166,020-57.9% | $164,866-57.6% | $145,959-52.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 19.20% | 100.08%-80.9pp | 69.97%-50.8pp | 561.95%-542.7pp |
| Employer contribution / active EE | $28,096 | $5,275+432.7% | $4,343+547.0% | $4,661+502.8% |
| Participant deferral / active EE | $21,541 | $6,961+209.5% | $6,033+257.1% | $6,689+222.1% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |