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 | $107,128 | $209,411-48.8% | $178,490-40.0% | $158,922-32.6% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 15.77% | 188.75%-173.0pp | 151.07%-135.3pp | 302.83%-287.1pp |
| Employer contribution / active EE | $1,929 | $5,706-66.2% | $5,011-61.5% | $4,761-59.5% |
| Participant deferral / active EE | $3,742 | $5,954-37.2% | $5,202-28.1% | $5,982-37.5% |
| Admin fee / account holder | $67 | $17,074-99.6% | $13,984-99.5% | $11,246-99.4% |