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 | $99,360 | $112,096-11.4% | $95,952+3.6% | $158,922-37.5% |
| Participation rate | 91.7% | 79.0%+12.7pp | 77.1%+14.6pp | 82.0%+9.7pp |
| Annual return | 15.49% | 171.09%-155.6pp | 91.61%-76.1pp | 302.83%-287.3pp |
| Employer contribution / active EE | $4,255 | $3,198+33.0% | $2,541+67.4% | $4,761-10.6% |
| Participant deferral / active EE | $4,460 | $4,784-6.8% | $4,167+7.0% | $5,982-25.5% |
| Admin fee / account holder | $56 | $10,130-99.4% | $6,795-99.2% | $11,246-99.5% |