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 | $51,031 | $58,512-12.8% | $84,015-39.3% | $72,985-30.1% |
| Participation rate | 70.0% | 61.2%+8.8pp | 69.0%+1.0pp | 69.5%+0.5pp |
| Annual return | 19.70% | 28.93%-9.2pp | 71.31%-51.6pp | 81.00%-61.3pp |
| Employer contribution / active EE | $300 | $1,163-74.2% | $1,983-84.9% | $2,440-87.7% |
| Participant deferral / active EE | $1,807 | $2,394-24.5% | $3,239-44.2% | $3,607-49.9% |
| Admin fee / account holder | $36 | $4,569-99.2% | $6,101-99.4% | $5,124-99.3% |