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 | $98,527 | $99,032-0.5% | $80,019+23.1% | $135,375-27.2% |
| Participation rate | 92.3% | 78.4%+14.0pp | 75.8%+16.5pp | 82.6%+9.7pp |
| Annual return | 9.28% | 15.39%-6.1pp | 11.22%-1.9pp | 519.73%-510.5pp |
| Employer contribution / active EE | $3,846 | $3,043+26.4% | $2,468+55.8% | $4,779-19.5% |
| Participant deferral / active EE | $3,099 | $4,282-27.6% | $3,686-15.9% | $5,609-44.8% |
| Admin fee / account holder | $116 | $10,436-98.9% | $6,521-98.2% | $10,827-98.9% |