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 | $113,345 | $209,336-45.9% | $197,124-42.5% | $137,256-17.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 39.21% | 48.09%-8.9pp | 44.34%-5.1pp | 220.34%-181.1pp |
| Employer contribution / active EE | $3,500 | $6,591-46.9% | $6,227-43.8% | $4,156-15.8% |
| Participant deferral / active EE | $7,415 | $9,614-22.9% | $9,135-18.8% | $6,407+15.7% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |