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 | $96,760 | $153,772-37.1% | $133,980-27.8% | $273,961-64.7% |
| Participation rate | 72.7% | 88.4%-15.6pp | 87.1%-14.3pp | 83.0%-10.3pp |
| Annual return | 7.35% | 36.51%-29.2pp | 29.30%-21.9pp | 41.45%-34.1pp |
| Employer contribution / active EE | $2,218 | $6,029-63.2% | $5,211-57.4% | $4,869-54.4% |
| Participant deferral / active EE | $5,100 | $6,958-26.7% | $6,282-18.8% | $5,287-3.5% |
| Admin fee / account holder | $139 | $11,765-98.8% | $9,324-98.5% | $10,132-98.6% |