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 | $79,878 | $197,591-59.6% | $177,821-55.1% | $158,922-49.7% |
| Participation rate | 85.0% | 88.5%-3.5pp | 87.7%-2.7pp | 82.0%+3.0pp |
| Annual return | 16.61% | 58.76%-42.1pp | 48.32%-31.7pp | 302.83%-286.2pp |
| Employer contribution / active EE | $1,959 | $6,697-70.8% | $5,918-66.9% | $4,761-58.9% |
| Participant deferral / active EE | $5,183 | $8,405-38.3% | $7,714-32.8% | $5,982-13.4% |
| Admin fee / account holder | $39 | $15,399-99.7% | $12,427-99.7% | $11,246-99.7% |