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 5-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 | $41,083 | $76,050-46.0% | $96,544-57.4% | $71,457-42.5% |
| Participation rate | 99.2% | 74.4%+24.8pp | 76.0%+23.2pp | 67.9%+31.3pp |
| Annual return | 20.73% | 22.81%-2.1pp | 25.84%-5.1pp | 28.85%-8.1pp |
| Employer contribution / active EE | $1,833 | $2,244-18.3% | $2,965-38.2% | $2,588-29.2% |
| Participant deferral / active EE | $4,392 | $4,215+4.2% | $4,851-9.5% | $4,289+2.4% |
| Admin fee / account holder | $222 | $2,707-91.8% | $8,252-97.3% | $1,587-86.0% |