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 | $79,317 | $106,515-25.5% | $96,683-18.0% | $139,434-43.1% |
| Participation rate | 92.3% | 77.8%+14.5pp | 74.3%+18.0pp | 80.3%+12.0pp |
| Annual return | 18.76% | 38.43%-19.7pp | 35.69%-16.9pp | 372.94%-354.2pp |
| Employer contribution / active EE | $2,771 | $4,103-32.5% | $3,737-25.9% | $4,751-41.7% |
| Participant deferral / active EE | $9,021 | $5,454+65.4% | $4,878+84.9% | $6,710+34.4% |
| Admin fee / account holder | $275 | $7,877-96.5% | $6,730-95.9% | $11,403-97.6% |