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 | $113,001 | $114,381-1.2% | $107,525+5.1% | $142,382-20.6% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 21.35% | 242.71%-221.4pp | 181.32%-160.0pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,676 | $4,015-58.3% | $3,754-55.3% | $4,299-61.0% |
| Participant deferral / active EE | $10,662 | $5,564+91.6% | $5,116+108.4% | $6,507+63.9% |
| Admin fee / account holder | $123 | $9,860-98.7% | $8,919-98.6% | $12,624-99.0% |