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 | $119,581 | $181,894-34.3% | $156,549-23.6% | $273,961-56.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.60% | 30.74%-20.1pp | 32.23%-21.6pp | 41.45%-30.9pp |
| Employer contribution / active EE | $5,376 | $6,248-14.0% | $5,501-2.3% | $4,869+10.4% |
| Participant deferral / active EE | $5,496 | $5,550-1.0% | $4,871+12.8% | $5,287+4.0% |
| Admin fee / account holder | $191 | $15,559-98.8% | $13,027-98.5% | $10,132-98.1% |