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 | $184,633 | $111,754+65.2% | $103,333+78.7% | $145,922+26.5% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 12.84% | 24.77%-11.9pp | 24.88%-12.0pp | 561.29%-548.5pp |
| Employer contribution / active EE | $2,032 | $4,212-51.8% | $3,868-47.5% | $4,660-56.4% |
| Participant deferral / active EE | $5,464 | $5,619-2.7% | $5,057+8.0% | $6,688-18.3% |
| Admin fee / account holder | $123 | $9,750-98.7% | $8,355-98.5% | $13,397-99.1% |