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 | $168,827 | $185,822-9.1% | $169,993-0.7% | $139,434+21.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.60% | 60.50%-44.9pp | 53.37%-37.8pp | 372.94%-357.3pp |
| Employer contribution / active EE | $7,185 | $7,590-5.3% | $6,785+5.9% | $4,751+51.2% |
| Participant deferral / active EE | $13,741 | $11,622+18.2% | $10,408+32.0% | $6,710+104.8% |
| Admin fee / account holder | $195 | $15,381-98.7% | $12,815-98.5% | $11,403-98.3% |