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 8-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 | $115,948 | $162,781-28.8% | $133,956-13.4% | $158,922-27.0% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 21.45% | 41.94%-20.5pp | 45.09%-23.6pp | 302.83%-281.4pp |
| Employer contribution / active EE | $2,822 | $4,975-43.3% | $3,919-28.0% | $4,761-40.7% |
| Participant deferral / active EE | $14,920 | $5,911+152.4% | $5,048+195.6% | $5,982+149.4% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |