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 | $60,353 | $198,466-69.6% | $170,442-64.6% | $147,584-59.1% |
| Participation rate | 77.8% | 88.0%-10.2pp | 83.6%-5.8pp | 82.8%-5.1pp |
| Annual return | 19.32% | 257.29%-238.0pp | 205.93%-186.6pp | 578.55%-559.2pp |
| Employer contribution / active EE | $2,514 | $6,184-59.3% | $5,433-53.7% | $4,876-48.5% |
| Participant deferral / active EE | $3,955 | $5,629-29.8% | $4,939-19.9% | $5,439-27.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |