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 | $155,943 | $228,332-31.7% | $185,823-16.1% | $158,922-1.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 13.24% | 40.80%-27.6pp | 35.95%-22.7pp | 302.83%-289.6pp |
| Employer contribution / active EE | $3,972 | $4,967-20.0% | $4,087-2.8% | $4,761-16.6% |
| Participant deferral / active EE | $10,998 | $6,415+71.4% | $5,632+95.3% | $5,982+83.8% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |