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 | $110,565 | $198,466-44.3% | $170,442-35.1% | $147,584-25.1% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 15.10% | 257.29%-242.2pp | 205.93%-190.8pp | 578.55%-563.4pp |
| Employer contribution / active EE | $1,667 | $6,184-73.0% | $5,433-69.3% | $4,876-65.8% |
| Participant deferral / active EE | $2,837 | $5,629-49.6% | $4,939-42.6% | $5,439-47.8% |
| Admin fee / account holder | $245 | $16,852-98.5% | $13,880-98.2% | $10,885-97.7% |