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 | $107,901 | $127,065-15.1% | $113,168-4.7% | $142,382-24.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 21.82% | 24.03%-2.2pp | 24.27%-2.5pp | 217.08%-195.3pp |
| Employer contribution / active EE | $14,629 | $3,442+325.0% | $2,975+391.7% | $4,299+240.3% |
| Participant deferral / active EE | $14,072 | $5,716+146.2% | $5,107+175.6% | $6,507+116.3% |
| Admin fee / account holder | $130 | $15,736-99.2% | $12,068-98.9% | $12,624-99.0% |