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 | $119,951 | $177,572-32.4% | $154,803-22.5% | $142,382-15.8% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 12.91% | 65.07%-52.2pp | 58.88%-46.0pp | 217.08%-204.2pp |
| Employer contribution / active EE | $4,179 | $4,810-13.1% | $4,305-2.9% | $4,299-2.8% |
| Participant deferral / active EE | $6,797 | $6,272+8.4% | $5,540+22.7% | $6,507+4.4% |
| Admin fee / account holder | $149 | $16,786-99.1% | $14,329-99.0% | $12,624-98.8% |