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 | $120,970 | $86,286+40.2% | $111,297+8.7% | $85,850+40.9% |
| Participation rate | 75.3% | 73.3%+1.9pp | 77.3%-2.1pp | 69.3%+5.9pp |
| Annual return | 11.15% | 19.99%-8.8pp | 54.65%-43.5pp | 318.53%-307.4pp |
| Employer contribution / active EE | $1,831 | $2,043-10.4% | $2,731-32.9% | $2,565-28.6% |
| Participant deferral / active EE | $5,123 | $3,641+40.7% | $4,487+14.2% | $3,952+29.7% |
| Admin fee / account holder | $208 | $8,188-97.5% | $7,964-97.4% | $6,260-96.7% |