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 | $101,171 | $152,587-33.7% | $125,175-19.2% | $152,861-33.8% |
| Participation rate | 78.6% | 83.3%-4.8pp | 79.8%-1.2pp | 82.4%-3.9pp |
| Annual return | 19.70% | 54.84%-35.1pp | 43.79%-24.1pp | 345.32%-325.6pp |
| Employer contribution / active EE | $2,517 | $4,946-49.1% | $3,865-34.9% | $4,762-47.2% |
| Participant deferral / active EE | $3,639 | $5,868-38.0% | $4,937-26.3% | $5,850-37.8% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |