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 | $74,194 | $76,552-3.1% | $123,892-40.1% | $62,891+18.0% |
| Participation rate | 75.0% | 73.0%+2.0pp | 81.4%-6.4pp | 69.3%+5.7pp |
| Annual return | 8.80% | 18.68%-9.9pp | 47.52%-38.7pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,412 | $2,883-51.0% | $4,617-69.4% | $2,281-38.1% |
| Participant deferral / active EE | $4,271 | $4,840-11.8% | $5,984-28.6% | $3,203+33.3% |
| Admin fee / account holder | $101 | $4,826-97.9% | $8,357-98.8% | $4,296-97.6% |