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 | $102,416 | $179,726-43.0% | $156,263-34.5% | $142,382-28.1% |
| Participation rate | 76.2% | 82.1%-5.9pp | 78.9%-2.7pp | 80.1%-3.9pp |
| Annual return | 17.71% | 77.86%-60.1pp | 59.47%-41.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $3,380 | $5,069-33.3% | $4,333-22.0% | $4,299-21.4% |
| Participant deferral / active EE | $7,577 | $6,956+8.9% | $6,158+23.0% | $6,507+16.4% |
| Admin fee / account holder | $270 | $17,272-98.4% | $14,255-98.1% | $12,624-97.9% |