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 | $66,699 | $72,012-7.4% | $185,823-64.1% | $79,858-16.5% |
| Participation rate | 95.3% | 65.8%+29.6pp | 78.0%+17.3pp | 69.6%+25.7pp |
| Annual return | 15.79% | 23.12%-7.3pp | 35.95%-20.2pp | 31.71%-15.9pp |
| Employer contribution / active EE | $1,181 | $1,965-39.9% | $4,087-71.1% | $2,471-52.2% |
| Participant deferral / active EE | $3,232 | $3,779-14.5% | $5,632-42.6% | $3,740-13.6% |
| Admin fee / account holder | $11 | $4,513-99.7% | $9,500-99.9% | $5,306-99.8% |