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 | $48,242 | $97,757-50.7% | $83,848-42.5% | $135,375-64.4% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | 7.10% | 1287.37%-1280.3pp | 850.88%-843.8pp | 519.73%-512.6pp |
| Employer contribution / active EE | $1,865 | $4,222-55.8% | $3,631-48.6% | $4,779-61.0% |
| Participant deferral / active EE | $4,687 | $4,682+0.1% | $4,082+14.8% | $5,609-16.4% |
| Admin fee / account holder | $53 | $6,674-99.2% | $5,478-99.0% | $10,827-99.5% |