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 | $18,973 | $177,572-89.3% | $154,803-87.7% | $142,382-86.7% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 29.17% | 65.07%-35.9pp | 58.88%-29.7pp | 217.08%-187.9pp |
| Employer contribution / active EE | $3,546 | $4,810-26.3% | $4,305-17.6% | $4,299-17.5% |
| Participant deferral / active EE | $3,646 | $6,272-41.9% | $5,540-34.2% | $6,507-44.0% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |