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 | $160,563 | $176,056-8.8% | $159,436+0.7% | $167,490-4.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.21% | 331.75%-316.5pp | 263.57%-248.4pp | 478.56%-463.4pp |
| Employer contribution / active EE | $5,138 | $5,297-3.0% | $4,829+6.4% | $4,837+6.2% |
| Participant deferral / active EE | $5,248 | $7,750-32.3% | $7,352-28.6% | $6,341-17.2% |
| Admin fee / account holder | $55 | $12,554-99.6% | $10,799-99.5% | $12,309-99.6% |