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 | $71,627 | $135,952-47.3% | $123,892-42.2% | $273,961-73.9% |
| Participation rate | 95.5% | 84.1%+11.4pp | 81.4%+14.0pp | 83.0%+12.4pp |
| Annual return | 7.02% | 56.63%-49.6pp | 47.52%-40.5pp | 41.45%-34.4pp |
| Employer contribution / active EE | $3,832 | $5,170-25.9% | $4,617-17.0% | $4,869-21.3% |
| Participant deferral / active EE | $7,381 | $6,343+16.4% | $5,984+23.3% | $5,287+39.6% |
| Admin fee / account holder | $268 | $9,817-97.3% | $8,357-96.8% | $10,132-97.4% |