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 | $58,182 | $118,849-51.0% | $96,562-39.7% | $167,490-65.3% |
| Participation rate | 73.3% | 75.5%-2.1pp | 69.8%+3.5pp | 82.1%-8.8pp |
| Annual return | 17.46% | 50.49%-33.0pp | 37.78%-20.3pp | 478.56%-461.1pp |
| Employer contribution / active EE | $2,563 | $3,120-17.8% | $2,356+8.8% | $4,837-47.0% |
| Participant deferral / active EE | $6,276 | $4,616+36.0% | $3,849+63.1% | $6,341-1.0% |
| Admin fee / account holder | $24 | $8,065-99.7% | $6,181-99.6% | $12,309-99.8% |