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 | $121,313 | $177,572-31.7% | $154,803-21.6% | $142,382-14.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.28% | 65.07%-47.8pp | 58.88%-41.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $17,403 | $4,810+261.8% | $4,305+304.2% | $4,299+304.8% |
| Participant deferral / active EE | $14,370 | $6,272+129.1% | $5,540+159.4% | $6,507+120.8% |
| Admin fee / account holder | $46 | $16,786-99.7% | $14,329-99.7% | $12,624-99.6% |