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 | $42,601 | $72,277-41.1% | $101,248-57.9% | $79,858-46.7% |
| Participation rate | 72.4% | 68.5%+4.0pp | 75.8%-3.4pp | 69.6%+2.8pp |
| Annual return | 17.97% | 22.30%-4.3pp | 46.47%-28.5pp | 31.71%-13.7pp |
| Employer contribution / active EE | $1,821 | $2,692-32.3% | $3,660-50.2% | $2,471-26.3% |
| Participant deferral / active EE | $2,940 | $3,282-10.4% | $4,370-32.7% | $3,740-21.4% |
| Admin fee / account holder | $0 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |