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 | $104,287 | $112,096-7.0% | $95,952+8.7% | $158,922-34.4% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 20.39% | 171.09%-150.7pp | 91.61%-71.2pp | 302.83%-282.4pp |
| Employer contribution / active EE | $1,935 | $3,198-39.5% | $2,541-23.8% | $4,761-59.4% |
| Participant deferral / active EE | $9,424 | $4,784+97.0% | $4,167+126.2% | $5,982+57.5% |
| Admin fee / account holder | $16 | $10,130-99.8% | $6,795-99.8% | $11,246-99.9% |