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 | $80,748 | $110,257-26.8% | $96,544-16.4% | $139,434-42.1% |
| Participation rate | 70.0% | 78.1%-8.1pp | 76.0%-6.0pp | 80.3%-10.3pp |
| Annual return | 15.27% | 26.32%-11.0pp | 25.84%-10.6pp | 372.94%-357.7pp |
| Employer contribution / active EE | $1,756 | $3,620-51.5% | $2,965-40.8% | $4,751-63.0% |
| Participant deferral / active EE | $3,150 | $5,548-43.2% | $4,851-35.1% | $6,710-53.1% |
| Admin fee / account holder | $12 | $11,591-99.9% | $8,252-99.9% | $11,403-99.9% |