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 | $48,565 | $57,065-14.9% | $75,670-35.8% | $70,131-30.8% |
| Participation rate | 73.3% | 68.1%+5.2pp | 72.3%+1.0pp | 69.5%+3.8pp |
| Annual return | 18.99% | 23.57%-4.6pp | 27.34%-8.4pp | 73.14%-54.2pp |
| Employer contribution / active EE | $1,127 | $1,817-37.9% | $2,352-52.1% | $2,342-51.9% |
| Participant deferral / active EE | $3,266 | $2,580+26.6% | $3,142+3.9% | $3,332-2.0% |
| Admin fee / account holder | $198 | $3,825-94.8% | $5,800-96.6% | $4,645-95.7% |