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 | $96,923 | $127,065-23.7% | $113,168-14.4% | $142,382-31.9% |
| Participation rate | 71.4% | 79.2%-7.8pp | 76.6%-5.1pp | 80.1%-8.7pp |
| Annual return | 15.77% | 24.03%-8.3pp | 24.27%-8.5pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,805 | $3,442-47.6% | $2,975-39.3% | $4,299-58.0% |
| Participant deferral / active EE | $2,768 | $5,716-51.6% | $5,107-45.8% | $6,507-57.5% |
| Admin fee / account holder | $93 | $15,736-99.4% | $12,068-99.2% | $12,624-99.3% |