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 4-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 | $129,866 | $214,378-39.4% | $200,582-35.3% | $142,382-8.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.60% | 46.41%-28.8pp | 42.33%-24.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $31,214 | $6,841+356.3% | $6,419+386.3% | $4,299+626.1% |
| Participant deferral / active EE | $16,487 | $9,865+67.1% | $9,331+76.7% | $6,507+153.4% |
| Admin fee / account holder | $274 | $17,692-98.5% | $16,305-98.3% | $12,624-97.8% |