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 | $58,194 | $181,894-68.0% | $156,549-62.8% | $273,961-78.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.94% | 30.74%-25.8pp | 32.23%-27.3pp | 41.45%-36.5pp |
| Employer contribution / active EE | $6,842 | $6,248+9.5% | $5,501+24.4% | $4,869+40.5% |
| Participant deferral / active EE | $24,300 | $5,550+337.8% | $4,871+398.9% | $5,287+359.6% |
| Admin fee / account holder | $287 | $15,559-98.2% | $13,027-97.8% | $10,132-97.2% |