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 | $79,501 | $65,041+22.2% | $90,951-12.6% | $79,858-0.4% |
| Participation rate | 93.5% | 61.6%+31.9pp | 69.0%+24.5pp | 69.6%+23.9pp |
| Annual return | 14.63% | 30.45%-15.8pp | 134.60%-120.0pp | 31.71%-17.1pp |
| Employer contribution / active EE | $606 | $1,247-51.4% | $2,122-71.4% | $2,471-75.5% |
| Participant deferral / active EE | $3,933 | $2,512+56.6% | $3,373+16.6% | $3,740+5.2% |
| Admin fee / account holder | $276 | $4,536-93.9% | $5,959-95.4% | $5,306-94.8% |