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 | $88,912 | $181,894-51.1% | $156,549-43.2% | $273,961-67.5% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 7.15% | 30.74%-23.6pp | 32.23%-25.1pp | 41.45%-34.3pp |
| Employer contribution / active EE | $6,090 | $6,248-2.5% | $5,501+10.7% | $4,869+25.1% |
| Participant deferral / active EE | $4,218 | $5,550-24.0% | $4,871-13.4% | $5,287-20.2% |
| Admin fee / account holder | $13 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |