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 | $144,270 | $88,707+62.6% | $74,183+94.5% | $273,961-47.3% |
| Participation rate | 72.7% | 79.4%-6.7pp | 76.6%-3.9pp | 83.0%-10.3pp |
| Annual return | 8.38% | 11.94%-3.6pp | 17.74%-9.4pp | 41.45%-33.1pp |
| Employer contribution / active EE | $3,271 | $3,159+3.5% | $2,370+38.0% | $4,869-32.8% |
| Participant deferral / active EE | $8,247 | $4,212+95.8% | $3,550+132.3% | $5,287+56.0% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |