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 | $26,301 | $72,277-63.6% | $101,248-74.0% | $79,858-67.1% |
| Participation rate | 71.4% | 68.5%+3.0pp | 75.8%-4.4pp | 69.6%+1.8pp |
| Annual return | 20.27% | 22.30%-2.0pp | 46.47%-26.2pp | 31.71%-11.4pp |
| Employer contribution / active EE | $1,063 | $2,692-60.5% | $3,660-70.9% | $2,471-57.0% |
| Participant deferral / active EE | $2,665 | $3,282-18.8% | $4,370-39.0% | $3,740-28.7% |
| Admin fee / account holder | $0 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |