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 | $102,315 | $104,251-1.9% | $91,001+12.4% | $147,584-30.7% |
| Participation rate | 73.3% | 78.2%-4.9pp | 75.6%-2.3pp | 82.8%-9.5pp |
| Annual return | 17.16% | 27.06%-9.9pp | 4.60%+12.6pp | 578.55%-561.4pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,154 | $4,195-48.6% | $3,547-39.3% | $5,439-60.4% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |