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 | $141,889 | $180,449-21.4% | $154,107-7.9% | $135,375+4.8% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -1.53% | 888.09%-889.6pp | 735.12%-736.6pp | 519.73%-521.3pp |
| Employer contribution / active EE | $6,451 | $6,035+6.9% | $5,298+21.8% | $4,779+35.0% |
| Participant deferral / active EE | $3,721 | $5,806-35.9% | $5,081-26.8% | $5,609-33.7% |
| Admin fee / account holder | $152 | $16,143-99.1% | $13,411-98.9% | $10,827-98.6% |