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 | $68,683 | $181,894-62.2% | $156,549-56.1% | $273,961-74.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.10% | 30.74%-24.6pp | 32.23%-26.1pp | 41.45%-35.4pp |
| Employer contribution / active EE | $1,811 | $6,248-71.0% | $5,501-67.1% | $4,869-62.8% |
| Participant deferral / active EE | $2,918 | $5,550-47.4% | $4,871-40.1% | $5,287-44.8% |
| Admin fee / account holder | $93 | $15,559-99.4% | $13,027-99.3% | $10,132-99.1% |