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 | $87,353 | $162,781-46.3% | $133,956-34.8% | $158,922-45.0% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 7.95% | 41.94%-34.0pp | 45.09%-37.1pp | 302.83%-294.9pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,276 | $5,911-44.6% | $5,048-35.1% | $5,982-45.2% |
| Admin fee / account holder | $224 | $11,736-98.1% | $8,927-97.5% | $11,246-98.0% |