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 3-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 | $206,913 | $214,378-3.5% | $200,582+3.2% | $142,382+45.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.34% | 46.41%-24.1pp | 42.33%-20.0pp | 217.08%-194.7pp |
| Employer contribution / active EE | $17,502 | $6,841+155.8% | $6,419+172.7% | $4,299+307.1% |
| Participant deferral / active EE | $10,228 | $9,865+3.7% | $9,331+9.6% | $6,507+57.2% |
| Admin fee / account holder | $71 | $17,692-99.6% | $16,305-99.6% | $12,624-99.4% |