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 | $142,402 | $214,378-33.6% | $200,582-29.0% | $142,3820% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.22% | 46.41%-27.2pp | 42.33%-23.1pp | 217.08%-197.9pp |
| Employer contribution / active EE | $24,900 | $6,841+264.0% | $6,419+287.9% | $4,299+479.2% |
| Participant deferral / active EE | $16,605 | $9,865+68.3% | $9,331+78.0% | $6,507+155.2% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |