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 | $57,662 | $42,383+36.1% | $76,523-24.6% | $64,186-10.2% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 8.85% | -16.54%+25.4pp | -0.27%+9.1pp | 7.63%+1.2pp |
| Employer contribution / active EE | $2,211 | $1,563+41.4% | $2,647-16.5% | $2,381-7.1% |
| Participant deferral / active EE | $2,400 | $2,566-6.5% | $3,835-37.4% | $3,470-30.8% |
| Admin fee / account holder | $66 | $3,198-97.9% | $4,848-98.6% | $4,888-98.6% |