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 | $99,052 | $228,332-56.6% | $185,823-46.7% | $158,922-37.7% |
| Participation rate | 90.0% | 82.3%+7.7pp | 78.0%+12.0pp | 82.0%+8.0pp |
| Annual return | 15.28% | 40.80%-25.5pp | 35.95%-20.7pp | 302.83%-287.5pp |
| Employer contribution / active EE | $945 | $4,967-81.0% | $4,087-76.9% | $4,761-80.2% |
| Participant deferral / active EE | $8,234 | $6,415+28.4% | $5,632+46.2% | $5,982+37.6% |
| Admin fee / account holder | $89 | $11,864-99.2% | $9,500-99.1% | $11,246-99.2% |