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 | $51,294 | $118,450-56.7% | $98,439-47.9% | $139,434-63.2% |
| Participation rate | 76.9% | 77.4%-0.5pp | 75.2%+1.8pp | 80.3%-3.4pp |
| Annual return | 17.84% | 18.94%-1.1pp | 21.16%-3.3pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,698 | $3,609-53.0% | $3,048-44.3% | $4,751-64.3% |
| Participant deferral / active EE | $2,546 | $5,392-52.8% | $4,738-46.3% | $6,710-62.1% |
| Admin fee / account holder | $194 | $14,026-98.6% | $8,948-97.8% | $11,403-98.3% |