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 | $92,984 | $93,346-0.4% | $71,796+29.5% | $273,961-66.1% |
| Participation rate | 87.5% | 76.5%+11.0pp | 69.1%+18.4pp | 83.0%+4.5pp |
| Annual return | 11.38% | 130.39%-119.0pp | 78.04%-66.7pp | 41.45%-30.1pp |
| Employer contribution / active EE | $2,048 | $2,733-25.1% | $1,924+6.4% | $4,869-57.9% |
| Participant deferral / active EE | $6,247 | $3,475+79.8% | $2,794+123.6% | $5,287+18.2% |
| Admin fee / account holder | $17 | $6,571-99.7% | $4,815-99.6% | $10,132-99.8% |