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 | $16,946 | $154,228-89.0% | $145,433-88.3% | $137,256-87.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 33.10% | 74.59%-41.5pp | 66.58%-33.5pp | 220.34%-187.2pp |
| Employer contribution / active EE | $7,803 | $4,804+62.4% | $4,554+71.3% | $4,156+87.8% |
| Participant deferral / active EE | $10,386 | $8,216+26.4% | $7,897+31.5% | $6,407+62.1% |
| Admin fee / account holder | $26 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |