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 5-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 | $147,157 | $214,378-31.4% | $200,582-26.6% | $142,382+3.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.80% | 46.41%-25.6pp | 42.33%-21.5pp | 217.08%-196.3pp |
| Employer contribution / active EE | $15,846 | $6,841+131.6% | $6,419+146.9% | $4,299+268.6% |
| Participant deferral / active EE | $13,488 | $9,865+36.7% | $9,331+44.5% | $6,507+107.3% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |