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 5-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 | $31,406 | $210,648-85.1% | $177,989-82.4% | $145,922-78.5% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 11.52% | 385.86%-374.3pp | 294.48%-283.0pp | 561.29%-549.8pp |
| Employer contribution / active EE | $1,583 | $4,565-65.3% | $3,949-59.9% | $4,660-66.0% |
| Participant deferral / active EE | $4,012 | $6,958-42.3% | $6,276-36.1% | $6,688-40.0% |
| Admin fee / account holder | $80 | $12,013-99.3% | $10,363-99.2% | $13,397-99.4% |