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 | $93,693 | $104,251-10.1% | $91,001+3.0% | $147,584-36.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 16.79% | 27.06%-10.3pp | 4.60%+12.2pp | 578.55%-561.8pp |
| Employer contribution / active EE | $2,328 | $3,116-25.3% | $2,456-5.2% | $4,876-52.3% |
| Participant deferral / active EE | $4,362 | $4,195+4.0% | $3,547+23.0% | $5,439-19.8% |
| Admin fee / account holder | $29 | $8,948-99.7% | $5,417-99.5% | $10,885-99.7% |