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 | $60,815 | $65,685-7.4% | $57,179+6.4% | $273,961-77.8% |
| Participation rate | 92.3% | 78.3%+14.0pp | 75.3%+17.0pp | 83.0%+9.3pp |
| Annual return | 10.09% | 21.99%-11.9pp | 14.59%-4.5pp | 41.45%-31.4pp |
| Employer contribution / active EE | $3,181 | $3,279-3.0% | $2,682+18.6% | $4,869-34.7% |
| Participant deferral / active EE | $4,706 | $3,782+24.4% | $3,096+52.0% | $5,287-11.0% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |