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 | $73,463 | $116,175-36.8% | $93,606-21.5% | $152,861-51.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 21.60% | 35.96%-14.4pp | 32.76%-11.2pp | 345.32%-323.7pp |
| Employer contribution / active EE | $2,621 | $3,218-18.6% | $2,718-3.6% | $4,762-45.0% |
| Participant deferral / active EE | $2,755 | $4,603-40.2% | $4,069-32.3% | $5,850-52.9% |
| Admin fee / account holder | $278 | $10,748-97.4% | $7,888-96.5% | $11,596-97.6% |