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 | $133,786 | $181,894-26.4% | $156,549-14.5% | $273,961-51.2% |
| Participation rate | 71.4% | 88.4%-17.0pp | 84.0%-12.6pp | 83.0%-11.6pp |
| Annual return | 5.63% | 30.74%-25.1pp | 32.23%-26.6pp | 41.45%-35.8pp |
| Employer contribution / active EE | $5,567 | $6,248-10.9% | $5,501+1.2% | $4,869+14.3% |
| Participant deferral / active EE | $5,424 | $5,550-2.3% | $4,871+11.4% | $5,287+2.6% |
| Admin fee / account holder | $30 | $15,559-99.8% | $13,027-99.8% | $10,132-99.7% |