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 | $53,709 | $159,602-66.3% | $150,045-64.2% | $142,382-62.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 116.16% | 70.24%+45.9pp | 62.55%+53.6pp | 217.08%-100.9pp |
| Employer contribution / active EE | $6,682 | $4,961+34.7% | $4,693+42.4% | $4,299+55.4% |
| Participant deferral / active EE | $8,626 | $8,310+3.8% | $7,997+7.9% | $6,507+32.6% |
| Admin fee / account holder | $58 | $14,846-99.6% | $13,435-99.6% | $12,624-99.5% |