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 | $100,366 | $104,251-3.7% | $91,001+10.3% | $147,584-32.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 17.03% | 27.06%-10.0pp | 4.60%+12.4pp | 578.55%-561.5pp |
| Employer contribution / active EE | $3,801 | $3,116+22.0% | $2,456+54.8% | $4,876-22.1% |
| Participant deferral / active EE | $3,051 | $4,195-27.3% | $3,547-14.0% | $5,439-43.9% |
| Admin fee / account holder | $46 | $8,948-99.5% | $5,417-99.2% | $10,885-99.6% |