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 | $68,066 | $67,606+0.7% | $82,313-17.3% | $70,131-2.9% |
| Participation rate | 88.6% | 72.8%+15.9pp | 76.9%+11.7pp | 69.5%+19.1pp |
| Annual return | 17.01% | 21.57%-4.6pp | 25.88%-8.9pp | 73.14%-56.1pp |
| Employer contribution / active EE | $1,253 | $1,755-28.6% | $2,428-48.4% | $2,342-46.5% |
| Participant deferral / active EE | $4,885 | $2,987+63.5% | $3,706+31.8% | $3,332+46.6% |
| Admin fee / account holder | $21 | $4,512-99.5% | $5,608-99.6% | $4,645-99.5% |