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 | $119,393 | $175,202-31.9% | $149,673-20.2% | $139,434-14.4% |
| Participation rate | 72.2% | 83.4%-11.2pp | 78.8%-6.5pp | 80.3%-8.1pp |
| Annual return | 13.45% | 166.71%-153.3pp | 134.42%-121.0pp | 372.94%-359.5pp |
| Employer contribution / active EE | $1,547 | $5,474-71.7% | $4,818-67.9% | $4,751-67.4% |
| Participant deferral / active EE | $3,945 | $6,519-39.5% | $5,680-30.5% | $6,710-41.2% |
| Admin fee / account holder | $20 | $16,150-99.9% | $13,210-99.8% | $11,403-99.8% |