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 | $119,893 | $154,228-22.3% | $145,433-17.6% | $137,256-12.7% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 14.09% | 74.59%-60.5pp | 66.58%-52.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $2,361 | $4,804-50.8% | $4,554-48.2% | $4,156-43.2% |
| Participant deferral / active EE | $5,600 | $8,216-31.8% | $7,897-29.1% | $6,407-12.6% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |