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 | $115,017 | $135,952-15.4% | $123,892-7.2% | $273,961-58.0% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 11.61% | 56.63%-45.0pp | 47.52%-35.9pp | 41.45%-29.8pp |
| Employer contribution / active EE | $5,731 | $5,170+10.9% | $4,617+24.1% | $4,869+17.7% |
| Participant deferral / active EE | $4,348 | $6,343-31.4% | $5,984-27.3% | $5,287-17.8% |
| Admin fee / account holder | $8 | $9,817-99.9% | $8,357-99.9% | $10,132-99.9% |