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 | $93,134 | $103,376-9.9% | $87,100+6.9% | $152,861-39.1% |
| Participation rate | 91.7% | 79.3%+12.3pp | 76.9%+14.8pp | 82.4%+9.2pp |
| Annual return | 19.39% | 28.10%-8.7pp | 28.19%-8.8pp | 345.32%-325.9pp |
| Employer contribution / active EE | $11,581 | $3,220+259.6% | $2,521+359.3% | $4,762+143.2% |
| Participant deferral / active EE | $3,375 | $4,778-29.4% | $4,049-16.6% | $5,850-42.3% |
| Admin fee / account holder | $13 | $12,205-99.9% | $7,497-99.8% | $11,596-99.9% |