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 | $89,395 | $115,882-22.9% | $100,516-11.1% | $158,922-43.7% |
| Participation rate | 84.6% | 81.6%+3.0pp | 79.4%+5.2pp | 82.0%+2.7pp |
| Annual return | 17.35% | 34.79%-17.4pp | 30.89%-13.5pp | 302.83%-285.5pp |
| Employer contribution / active EE | $5,417 | $4,103+32.0% | $3,418+58.5% | $4,761+13.8% |
| Participant deferral / active EE | $4,202 | $6,674-37.0% | $6,270-33.0% | $5,982-29.8% |
| Admin fee / account holder | $18 | $10,995-99.8% | $8,081-99.8% | $11,246-99.8% |