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 | $89,058 | $109,881-18.9% | $150,045-40.6% | $84,808+5.0% |
| Participation rate | 88.2% | 76.1%+12.1pp | 82.3%+5.9pp | 68.3%+19.9pp |
| Annual return | 28.13% | 28.25%-0.1pp | 62.55%-34.4pp | 40.90%-12.8pp |
| Employer contribution / active EE | $5,756 | $3,561+61.6% | $4,693+22.7% | $2,631+118.8% |
| Participant deferral / active EE | $8,078 | $6,636+21.7% | $7,997+1.0% | $4,212+91.8% |
| Admin fee / account holder | $251 | $8,568-97.1% | $13,435-98.1% | $7,344-96.6% |