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 | $29,293 | $135,952-78.5% | $123,892-76.4% | $273,961-89.3% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 25.58% | 56.63%-31.0pp | 47.52%-21.9pp | 41.45%-15.9pp |
| Employer contribution / active EE | $4,587 | $5,170-11.3% | $4,617-0.7% | $4,869-5.8% |
| Participant deferral / active EE | $10,570 | $6,343+66.6% | $5,984+76.6% | $5,287+99.9% |
| Admin fee / account holder | $51 | $9,817-99.5% | $8,357-99.4% | $10,132-99.5% |