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 | $100,201 | $175,202-42.8% | $149,673-33.1% | $139,434-28.1% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 11.46% | 166.71%-155.2pp | 134.42%-123.0pp | 372.94%-361.5pp |
| Employer contribution / active EE | $1,767 | $5,474-67.7% | $4,818-63.3% | $4,751-62.8% |
| Participant deferral / active EE | $3,857 | $6,519-40.8% | $5,680-32.1% | $6,710-42.5% |
| Admin fee / account holder | $96 | $16,150-99.4% | $13,210-99.3% | $11,403-99.2% |