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 | $126,381 | $167,307-24.5% | $143,757-12.1% | $134,475-6.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 1.83% | 0.46%+1.4pp | -0.04%+1.9pp | 417.96%-416.1pp |
| Employer contribution / active EE | $21,500 | $5,619+282.6% | $4,951+334.3% | $4,740+353.6% |
| Participant deferral / active EE | $15,700 | $6,446+143.6% | $5,637+178.5% | $6,400+145.3% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |