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 | $174,552 | $163,101+7.0% | $136,749+27.6% | $142,382+22.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 21.07% | 27.54%-6.5pp | 24.33%-3.3pp | 217.08%-196.0pp |
| Employer contribution / active EE | $1,323 | $4,117-67.9% | $3,400-61.1% | $4,299-69.2% |
| Participant deferral / active EE | $13,909 | $5,585+149.1% | $4,692+196.4% | $6,507+113.8% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |