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 7-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 | $43,374 | $111,535-61.1% | $105,223-58.8% | $137,256-68.4% |
| Participation rate | 78.6% | 78.1%+0.5pp | 75.0%+3.5pp | 80.0%-1.4pp |
| Annual return | 21.11% | 237.85%-216.7pp | 180.65%-159.5pp | 220.34%-199.2pp |
| Employer contribution / active EE | $1,484 | $3,939-62.3% | $3,689-59.8% | $4,156-64.3% |
| Participant deferral / active EE | $4,090 | $5,500-25.6% | $5,072-19.4% | $6,407-36.2% |
| Admin fee / account holder | $274 | $9,721-97.2% | $8,859-96.9% | $12,270-97.8% |