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 10-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 | $201,924 | $180,449+11.9% | $154,107+31.0% | $135,375+49.2% |
| Participation rate | 81.8% | 87.4%-5.6pp | 83.0%-1.2pp | 82.6%-0.8pp |
| Annual return | -8.07% | 888.09%-896.2pp | 735.12%-743.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $8,182 | $6,035+35.6% | $5,298+54.4% | $4,779+71.2% |
| Participant deferral / active EE | $7,795 | $5,806+34.3% | $5,081+53.4% | $5,609+39.0% |
| Admin fee / account holder | $133 | $16,143-99.2% | $13,411-99.0% | $10,827-98.8% |