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 | $72,508 | $165,335-56.1% | $149,696-51.6% | $158,922-54.4% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 20.68% | 348.15%-327.5pp | 276.60%-255.9pp | 302.83%-282.1pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,644-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $7,789 | $7,181+8.5% | $6,842+13.8% | $5,982+30.2% |
| Admin fee / account holder | $53 | $10,807-99.5% | $9,309-99.4% | $11,246-99.5% |