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 | $74,935 | $177,572-57.8% | $154,803-51.6% | $142,382-47.4% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 13.60% | 65.07%-51.5pp | 58.88%-45.3pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,838 | $4,810-61.8% | $4,305-57.3% | $4,299-57.2% |
| Participant deferral / active EE | $5,953 | $6,272-5.1% | $5,540+7.4% | $6,507-8.5% |
| Admin fee / account holder | $47 | $16,786-99.7% | $14,329-99.7% | $12,624-99.6% |