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 | $38,119 | $103,376-63.1% | $87,100-56.2% | $152,861-75.1% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.9%+6.5pp | 82.4%+0.9pp |
| Annual return | 18.82% | 28.10%-9.3pp | 28.19%-9.4pp | 345.32%-326.5pp |
| Employer contribution / active EE | $2,003 | $3,220-37.8% | $2,521-20.6% | $4,762-57.9% |
| Participant deferral / active EE | $6,333 | $4,778+32.6% | $4,049+56.4% | $5,850+8.3% |
| Admin fee / account holder | $172 | $12,205-98.6% | $7,497-97.7% | $11,596-98.5% |