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 | $89,539 | $124,425-28.0% | $112,040-20.1% | $137,256-34.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.07% | 24.72%-7.6pp | 24.52%-7.4pp | 220.34%-203.3pp |
| Employer contribution / active EE | $4,796 | $3,411+40.6% | $2,954+62.4% | $4,156+15.4% |
| Participant deferral / active EE | $12,212 | $5,718+113.6% | $5,098+139.6% | $6,407+90.6% |
| Admin fee / account holder | $5 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |