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 | $98,873 | $232,540-57.5% | $185,117-46.6% | $147,584-33.0% |
| Participation rate | 76.5% | 82.4%-5.9pp | 77.3%-0.8pp | 82.8%-6.4pp |
| Annual return | 15.63% | 43.03%-27.4pp | 40.50%-24.9pp | 578.55%-562.9pp |
| Employer contribution / active EE | $1,681 | $5,195-67.6% | $4,182-59.8% | $4,876-65.5% |
| Participant deferral / active EE | $2,418 | $5,834-58.6% | $5,045-52.1% | $5,439-55.5% |
| Admin fee / account holder | $94 | $10,275-99.1% | $8,159-98.9% | $10,885-99.1% |