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 | $61,495 | $117,841-47.8% | $102,423-40.0% | $145,922-57.9% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 13.45% | 31.65%-18.2pp | 29.32%-15.9pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,096 | $3,615-42.0% | $3,023-30.7% | $4,660-55.0% |
| Participant deferral / active EE | $4,733 | $5,731-17.4% | $5,053-6.3% | $6,688-29.2% |
| Admin fee / account holder | $119 | $13,326-99.1% | $9,451-98.7% | $13,397-99.1% |