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 | $65,899 | $102,317-35.6% | $146,958-55.2% | $80,856-18.5% |
| Participation rate | 74.2% | 75.8%-1.6pp | 82.2%-7.9pp | 67.6%+6.6pp |
| Annual return | 14.25% | 134.76%-120.5pp | 418.34%-404.1pp | 35.59%-21.3pp |
| Employer contribution / active EE | $2,004 | $3,713-46.0% | $4,933-59.4% | $2,755-27.2% |
| Participant deferral / active EE | $7,346 | $6,644+10.6% | $8,070-9.0% | $4,296+71.0% |
| Admin fee / account holder | $6 | $7,941-99.9% | $12,998-100.0% | $6,918-99.9% |