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 | $100,651 | $63,355+58.9% | $91,989+9.4% | $72,985+37.9% |
| Participation rate | 76.9% | 72.5%+4.4pp | 78.6%-1.7pp | 69.5%+7.4pp |
| Annual return | 31.55% | 35.35%-3.8pp | 69.02%-37.5pp | 81.00%-49.5pp |
| Employer contribution / active EE | $3,442 | $2,116+62.7% | $3,452-0.3% | $2,440+41.1% |
| Participant deferral / active EE | $7,351 | $4,883+50.6% | $5,923+24.1% | $3,607+103.8% |
| Admin fee / account holder | $95 | $4,668-98.0% | $7,743-98.8% | $5,124-98.1% |