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 | $98,846 | $102,966-4.0% | $90,281+9.5% | $152,861-35.3% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.4%+6.4pp |
| Annual return | 20.71% | 95.16%-74.4pp | 78.10%-57.4pp | 345.32%-324.6pp |
| Employer contribution / active EE | $1,697 | $3,139-45.9% | $2,854-40.6% | $4,762-64.4% |
| Participant deferral / active EE | $6,053 | $4,281+41.4% | $3,885+55.8% | $5,850+3.5% |
| Admin fee / account holder | $110 | $6,171-98.2% | $5,351-98.0% | $11,596-99.1% |