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 9-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 | $172,256 | $167,307+3.0% | $143,757+19.8% | $134,475+28.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.34% | 0.46%-10.8pp | -0.04%-10.3pp | 417.96%-428.3pp |
| Employer contribution / active EE | $15,486 | $5,619+175.6% | $4,951+212.8% | $4,740+226.7% |
| Participant deferral / active EE | $14,228 | $6,446+120.7% | $5,637+152.4% | $6,400+122.3% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |