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 | $206,909 | $159,602+29.6% | $150,045+37.9% | $142,382+45.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 25.10% | 70.24%-45.1pp | 62.55%-37.4pp | 217.08%-192.0pp |
| Employer contribution / active EE | $30,710 | $4,961+519.1% | $4,693+554.4% | $4,299+614.3% |
| Participant deferral / active EE | $12,903 | $8,310+55.3% | $7,997+61.3% | $6,507+98.3% |
| Admin fee / account holder | $117 | $14,846-99.2% | $13,435-99.1% | $12,624-99.1% |