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 | $158,950 | $202,318-21.4% | $172,739-8.0% | $152,861+4.0% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 24.70% | 1029.65%-1005.0pp | 802.84%-778.1pp | 345.32%-320.6pp |
| Employer contribution / active EE | $10,803 | $5,856+84.5% | $5,143+110.1% | $4,762+126.8% |
| Participant deferral / active EE | $6,056 | $5,948+1.8% | $5,198+16.5% | $5,850+3.5% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |