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 | $87,903 | $95,416-7.9% | $185,823-52.7% | $85,850+2.4% |
| Participation rate | 84.0% | 68.8%+15.2pp | 81.7%+2.3pp | 69.3%+14.7pp |
| Annual return | 18.00% | 23.59%-5.6pp | 122.05%-104.1pp | 318.53%-300.5pp |
| Employer contribution / active EE | $2,613 | $3,314-21.1% | $5,167-49.4% | $2,565+1.9% |
| Participant deferral / active EE | $4,913 | $3,423+43.5% | $5,568-11.8% | $3,952+24.3% |
| Admin fee / account holder | $71 | $7,213-99.0% | $16,237-99.6% | $6,260-98.9% |