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 | $208,038 | $197,591+5.3% | $177,821+17.0% | $158,922+30.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 6.93% | 58.76%-51.8pp | 48.32%-41.4pp | 302.83%-295.9pp |
| Employer contribution / active EE | $2,361 | $6,697-64.7% | $5,918-60.1% | $4,761-50.4% |
| Participant deferral / active EE | $7,350 | $8,405-12.5% | $7,714-4.7% | $5,982+22.9% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |