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 | $198,866 | $167,307+18.9% | $143,757+38.3% | $134,475+47.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -0.72% | 0.46%-1.2pp | -0.04%-0.7pp | 417.96%-418.7pp |
| Employer contribution / active EE | $2,670 | $5,619-52.5% | $4,951-46.1% | $4,740-43.7% |
| Participant deferral / active EE | $15,399 | $6,446+138.9% | $5,637+173.2% | $6,400+140.6% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |