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 | $38,428 | $45,073-14.7% | $69,455-44.7% | $72,985-47.3% |
| Participation rate | 94.1% | 68.5%+25.6pp | 74.6%+19.5pp | 69.5%+24.6pp |
| Annual return | 7.18% | 22.65%-15.5pp | 28.97%-21.8pp | 81.00%-73.8pp |
| Employer contribution / active EE | $897 | $2,054-56.3% | $2,779-67.7% | $2,440-63.2% |
| Participant deferral / active EE | $2,684 | $2,602+3.2% | $3,535-24.1% | $3,607-25.6% |
| Admin fee / account holder | $261 | $3,056-91.4% | $3,839-93.2% | $5,124-94.9% |