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 | $180,994 | $214,378-15.6% | $200,582-9.8% | $142,382+27.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.42% | 46.41%-29.0pp | 42.33%-24.9pp | 217.08%-199.7pp |
| Employer contribution / active EE | $20,135 | $6,841+194.3% | $6,419+213.7% | $4,299+368.4% |
| Participant deferral / active EE | $14,985 | $9,865+51.9% | $9,331+60.6% | $6,507+130.3% |
| Admin fee / account holder | $300 | $17,692-98.3% | $16,305-98.2% | $12,624-97.6% |