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 | $111,042 | $100,754+10.2% | $86,677+28.1% | $134,475-17.4% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -11.28% | 29.04%-40.3pp | 35.91%-47.2pp | 417.96%-429.2pp |
| Employer contribution / active EE | $2,020 | $3,489-42.1% | $2,836-28.8% | $4,740-57.4% |
| Participant deferral / active EE | $3,705 | $5,338-30.6% | $4,656-20.4% | $6,400-42.1% |
| Admin fee / account holder | $69 | $10,926-99.4% | $7,493-99.1% | $11,426-99.4% |