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 | $105,864 | $127,065-16.7% | $113,168-6.5% | $142,382-25.6% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 18.52% | 24.03%-5.5pp | 24.27%-5.7pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,716 | $3,442-50.1% | $2,975-42.3% | $4,299-60.1% |
| Participant deferral / active EE | $2,638 | $5,716-53.9% | $5,107-48.3% | $6,507-59.5% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |