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 | $121,206 | $180,749-32.9% | $160,784-24.6% | $137,256-11.7% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.0%-2.0pp | 80.0%-5.0pp |
| Annual return | 17.25% | 2234.46%-2217.2pp | 1803.92%-1786.7pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,573 | $4,155-38.1% | $3,733-31.1% | $4,156-38.1% |
| Participant deferral / active EE | $2,579 | $6,844-62.3% | $6,293-59.0% | $6,407-59.7% |
| Admin fee / account holder | $20 | $10,397-99.8% | $9,717-99.8% | $12,270-99.8% |