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 | $128,937 | $198,466-35.0% | $170,442-24.4% | $147,584-12.6% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 9.16% | 257.29%-248.1pp | 205.93%-196.8pp | 578.55%-569.4pp |
| Employer contribution / active EE | $10,167 | $6,184+64.4% | $5,433+87.1% | $4,876+108.5% |
| Participant deferral / active EE | $13,401 | $5,629+138.1% | $4,939+171.3% | $5,439+146.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |