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 | $32,478 | $165,335-80.4% | $149,696-78.3% | $158,922-79.6% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 18.76% | 348.15%-329.4pp | 276.60%-257.8pp | 302.83%-284.1pp |
| Employer contribution / active EE | $2,232 | $5,103-56.3% | $4,644-51.9% | $4,761-53.1% |
| Participant deferral / active EE | $4,638 | $7,181-35.4% | $6,842-32.2% | $5,982-22.5% |
| Admin fee / account holder | $232 | $10,807-97.9% | $9,309-97.5% | $11,246-97.9% |