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 | $63,493 | $83,477-23.9% | $125,175-49.3% | $72,985-13.0% |
| Participation rate | 70.4% | 73.3%-2.9pp | 79.8%-9.4pp | 69.5%+0.9pp |
| Annual return | 20.30% | 25.78%-5.5pp | 43.79%-23.5pp | 81.00%-60.7pp |
| Employer contribution / active EE | $1,072 | $2,345-54.3% | $3,865-72.3% | $2,440-56.1% |
| Participant deferral / active EE | $4,781 | $3,585+33.3% | $4,937-3.2% | $3,607+32.5% |
| Admin fee / account holder | $30 | $5,517-99.5% | $9,702-99.7% | $5,124-99.4% |