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 6-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 | $144,102 | $95,416+51.0% | $185,823-22.5% | $85,850+67.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 17.15% | 23.59%-6.4pp | 122.05%-104.9pp | 318.53%-301.4pp |
| Employer contribution / active EE | $8,762 | $3,314+164.4% | $5,167+69.6% | $2,565+241.6% |
| Participant deferral / active EE | $7,502 | $3,423+119.1% | $5,568+34.7% | $3,952+89.8% |
| Admin fee / account holder | $131 | $7,213-98.2% | $16,237-99.2% | $6,260-97.9% |