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 | $42,963 | $77,419-44.5% | $69,455-38.1% | $152,861-71.9% |
| Participation rate | 87.5% | 78.1%+9.4pp | 74.6%+12.9pp | 82.4%+5.1pp |
| Annual return | 27.19% | 39.06%-11.9pp | 28.97%-1.8pp | 345.32%-318.1pp |
| Employer contribution / active EE | $1,463 | $3,315-55.9% | $2,779-47.4% | $4,762-69.3% |
| Participant deferral / active EE | $5,567 | $4,414+26.1% | $3,535+57.5% | $5,850-4.8% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |