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 5-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 | $51,845 | $72,071-28.1% | $68,368-24.2% | $137,256-62.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 23.11% | 353.14%-330.0pp | 292.57%-269.5pp | 220.34%-197.2pp |
| Employer contribution / active EE | $8,240 | $2,788+195.6% | $2,649+211.1% | $4,156+98.3% |
| Participant deferral / active EE | $8,240 | $4,410+86.8% | $4,123+99.9% | $6,407+28.6% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |