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 | $85,347 | $135,952-37.2% | $123,892-31.1% | $273,961-68.8% |
| Participation rate | 81.0% | 84.1%-3.1pp | 81.4%-0.5pp | 83.0%-2.1pp |
| Annual return | 4.19% | 56.63%-52.4pp | 47.52%-43.3pp | 41.45%-37.3pp |
| Employer contribution / active EE | $3,081 | $5,170-40.4% | $4,617-33.3% | $4,869-36.7% |
| Participant deferral / active EE | $5,465 | $6,343-13.8% | $5,984-8.7% | $5,287+3.4% |
| Admin fee / account holder | $17 | $9,817-99.8% | $8,357-99.8% | $10,132-99.8% |