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 | $45,023 | $58,828-23.5% | $77,999-42.3% | $62,891-28.4% |
| Participation rate | 77.3% | 71.1%+6.3pp | 75.5%+1.8pp | 69.3%+8.0pp |
| Annual return | 21.96% | 17.16%+4.8pp | 425.96%-404.0pp | 20.14%+1.8pp |
| Employer contribution / active EE | $3,879 | $1,672+132.1% | $2,470+57.0% | $2,281+70.1% |
| Participant deferral / active EE | $8,479 | $2,686+215.7% | $3,497+142.5% | $3,203+164.7% |
| Admin fee / account holder | $168 | $4,393-96.2% | $5,480-96.9% | $4,296-96.1% |