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 | $67,631 | $157,256-57.0% | $141,162-52.1% | $152,861-55.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 35.10% | 64.32%-29.2pp | 71.39%-36.3pp | 345.32%-310.2pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,626 | $7,109-63.1% | $6,709-60.9% | $5,850-55.1% |
| Admin fee / account holder | $6 | $12,120-100.0% | $10,261-99.9% | $11,596-99.9% |