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 | $158,101 | $179,726-12.0% | $156,263+1.2% | $142,382+11.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.26% | 77.86%-62.6pp | 59.47%-44.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $12,658 | $5,069+149.7% | $4,333+192.1% | $4,299+194.4% |
| Participant deferral / active EE | $19,365 | $6,956+178.4% | $6,158+214.4% | $6,507+197.6% |
| Admin fee / account holder | $24 | $17,272-99.9% | $14,255-99.8% | $12,624-99.8% |