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 | $99,869 | $217,402-54.1% | $185,823-46.3% | $167,490-40.4% |
| Participation rate | 76.2% | 86.0%-9.9pp | 81.7%-5.5pp | 82.1%-5.9pp |
| Annual return | 16.58% | 148.36%-131.8pp | 122.05%-105.5pp | 478.56%-462.0pp |
| Employer contribution / active EE | $2,050 | $5,873-65.1% | $5,167-60.3% | $4,837-57.6% |
| Participant deferral / active EE | $3,447 | $6,356-45.8% | $5,568-38.1% | $6,341-45.6% |
| Admin fee / account holder | $224 | $19,811-98.9% | $16,237-98.6% | $12,309-98.2% |