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 | $182,829 | $178,174+2.6% | $156,181+17.1% | $137,256+33.2% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.8%+8.7pp | 80.0%+7.5pp |
| Annual return | 18.06% | 84.19%-66.1pp | 64.87%-46.8pp | 220.34%-202.3pp |
| Employer contribution / active EE | $11,811 | $4,972+137.6% | $4,294+175.1% | $4,156+184.2% |
| Participant deferral / active EE | $7,805 | $6,888+13.3% | $6,132+27.3% | $6,407+21.8% |
| Admin fee / account holder | $212 | $17,404-98.8% | $14,586-98.5% | $12,270-98.3% |