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 | $84,577 | $183,519-53.9% | $155,509-45.6% | $145,922-42.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.26% | 61.17%-49.9pp | 64.67%-53.4pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,548 | $5,313-70.9% | $4,672-66.9% | $4,660-66.8% |
| Participant deferral / active EE | $4,631 | $6,462-28.3% | $5,626-17.7% | $6,688-30.8% |
| Admin fee / account holder | $269 | $19,313-98.6% | $15,912-98.3% | $13,397-98.0% |