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 | $168,321 | $93,170+80.7% | $100,534+67.4% | $84,808+98.5% |
| Participation rate | 71.8% | 75.8%-4.1pp | 80.6%-8.8pp | 68.3%+3.5pp |
| Annual return | 14.19% | 47.13%-32.9pp | 32.66%-18.5pp | 40.90%-26.7pp |
| Employer contribution / active EE | $0 | $3,985-100.0% | $4,346-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,491 | $5,699-21.2% | $6,144-26.9% | $4,212+6.6% |
| Admin fee / account holder | $87 | $7,382-98.8% | $7,654-98.9% | $7,344-98.8% |