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 | $191,647 | $167,484+14.4% | $151,611+26.4% | $134,475+42.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.93% | 7.80%-23.7pp | 3.33%-19.3pp | 417.96%-433.9pp |
| Employer contribution / active EE | $4,462 | $6,829-34.7% | $6,166-27.6% | $4,740-5.9% |
| Participant deferral / active EE | $20,033 | $8,986+122.9% | $8,363+139.5% | $6,400+213.0% |
| Admin fee / account holder | $148 | $13,783-98.9% | $11,616-98.7% | $11,426-98.7% |