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 | $169,347 | $211,958-20.1% | $169,463-0.1% | $135,375+25.1% |
| Participation rate | 88.9% | 82.6%+6.3pp | 77.8%+11.1pp | 82.6%+6.2pp |
| Annual return | -5.84% | 3.26%-9.1pp | 1.83%-7.7pp | 519.73%-525.6pp |
| Employer contribution / active EE | $11,111 | $5,120+117.0% | $4,159+167.2% | $4,779+132.5% |
| Participant deferral / active EE | $12,205 | $6,075+100.9% | $5,277+131.3% | $5,609+117.6% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |