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 | $22,653 | $99,020-77.1% | $86,590-73.8% | $147,584-84.7% |
| Participation rate | 81.8% | 76.3%+5.5pp | 73.5%+8.3pp | 82.8%-1.0pp |
| Annual return | 25.40% | 1312.34%-1286.9pp | 964.84%-939.4pp | 578.55%-553.1pp |
| Employer contribution / active EE | $2,396 | $3,132-23.5% | $2,839-15.6% | $4,876-50.9% |
| Participant deferral / active EE | $3,997 | $3,972+0.6% | $3,609+10.8% | $5,439-26.5% |
| Admin fee / account holder | $249 | $5,710-95.6% | $4,906-94.9% | $10,885-97.7% |