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 | $93,720 | $110,257-15.0% | $96,544-2.9% | $139,434-32.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 18.13% | 26.32%-8.2pp | 25.84%-7.7pp | 372.94%-354.8pp |
| Employer contribution / active EE | $3,546 | $3,620-2.0% | $2,965+19.6% | $4,751-25.4% |
| Participant deferral / active EE | $5,108 | $5,548-7.9% | $4,851+5.3% | $6,710-23.9% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |