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 6-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 | $153,819 | $177,572-13.4% | $154,803-0.6% | $142,382+8.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.31% | 65.07%-44.8pp | 58.88%-38.6pp | 217.08%-196.8pp |
| Employer contribution / active EE | $15,692 | $4,810+226.2% | $4,305+264.5% | $4,299+265.0% |
| Participant deferral / active EE | $7,728 | $6,272+23.2% | $5,540+39.5% | $6,507+18.8% |
| Admin fee / account holder | $126 | $16,786-99.2% | $14,329-99.1% | $12,624-99.0% |