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 | $101,176 | $135,952-25.6% | $123,892-18.3% | $273,961-63.1% |
| Participation rate | 73.9% | 84.1%-10.2pp | 81.4%-7.5pp | 83.0%-9.1pp |
| Annual return | 11.02% | 56.63%-45.6pp | 47.52%-36.5pp | 41.45%-30.4pp |
| Employer contribution / active EE | $2,392 | $5,170-53.7% | $4,617-48.2% | $4,869-50.9% |
| Participant deferral / active EE | $10,200 | $6,343+60.8% | $5,984+70.4% | $5,287+92.9% |
| Admin fee / account holder | $3 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |