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 | $115,223 | $113,339+1.7% | $94,993+21.3% | $147,584-21.9% |
| Participation rate | 81.0% | 78.0%+3.0pp | 73.9%+7.1pp | 82.8%-1.9pp |
| Annual return | 16.17% | 20.77%-4.6pp | 27.12%-11.0pp | 578.55%-562.4pp |
| Employer contribution / active EE | $2,075 | $3,160-34.3% | $2,603-20.3% | $4,876-57.4% |
| Participant deferral / active EE | $2,866 | $3,777-24.1% | $3,317-13.6% | $5,439-47.3% |
| Admin fee / account holder | $67 | $6,063-98.9% | $4,960-98.7% | $10,885-99.4% |