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 | $93,099 | $114,381-18.6% | $107,525-13.4% | $142,382-34.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.55% | 242.71%-229.2pp | 181.32%-167.8pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,072 | $4,015-48.4% | $3,754-44.8% | $4,299-51.8% |
| Participant deferral / active EE | $3,614 | $5,564-35.0% | $5,116-29.3% | $6,507-44.5% |
| Admin fee / account holder | $140 | $9,860-98.6% | $8,919-98.4% | $12,624-98.9% |