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 | $145,682 | $142,344+2.3% | $119,609+21.8% | $134,475+8.3% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | 2.87% | -12.44%+15.3pp | -14.97%+17.8pp | 417.96%-415.1pp |
| Employer contribution / active EE | $14,999 | $5,222+187.2% | $4,232+254.4% | $4,740+216.5% |
| Participant deferral / active EE | $9,888 | $6,469+52.8% | $5,602+76.5% | $6,400+54.5% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |