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 | $84,406 | $167,483-49.6% | $115,752-27.1% | $147,584-42.8% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 82.8%-11.4pp |
| Annual return | 16.31% | 12.11%+4.2pp | 19.41%-3.1pp | 578.55%-562.2pp |
| Employer contribution / active EE | $2,287 | $4,960-53.9% | $3,492-34.5% | $4,876-53.1% |
| Participant deferral / active EE | $2,886 | $7,037-59.0% | $5,204-44.5% | $5,439-46.9% |
| Admin fee / account holder | $160 | $13,069-98.8% | $6,278-97.4% | $10,885-98.5% |