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 | $48,163 | $88,751-45.7% | $81,812-41.1% | $145,922-67.0% |
| Participation rate | 70.6% | 75.0%-4.4pp | 72.3%-1.8pp | 80.3%-9.7pp |
| Annual return | 12.53% | 1025.40%-1012.9pp | 773.79%-761.3pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,354 | $3,083-56.1% | $2,912-53.5% | $4,660-70.9% |
| Participant deferral / active EE | $4,489 | $4,643-3.3% | $4,319+3.9% | $6,688-32.9% |
| Admin fee / account holder | $165 | $8,415-98.0% | $7,386-97.8% | $13,397-98.8% |