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 | $168,132 | $209,411-19.7% | $178,490-5.8% | $158,922+5.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.40% | 188.75%-169.4pp | 151.07%-131.7pp | 302.83%-283.4pp |
| Employer contribution / active EE | $1,277 | $5,706-77.6% | $5,011-74.5% | $4,761-73.2% |
| Participant deferral / active EE | $2,553 | $5,954-57.1% | $5,202-50.9% | $5,982-57.3% |
| Admin fee / account holder | $82 | $17,074-99.5% | $13,984-99.4% | $11,246-99.3% |