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 | $185,880 | $96,557+92.5% | $80,975+129.6% | $273,961-32.2% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 10.94% | 15.14%-4.2pp | 17.10%-6.2pp | 41.45%-30.5pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,625 | $6,598-60.2% | $5,696-53.9% | $5,287-50.4% |
| Admin fee / account holder | $30 | $7,492-99.6% | $5,516-99.5% | $10,132-99.7% |