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 | $102,376 | $117,841-13.1% | $102,4230% | $145,922-29.8% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 12.86% | 31.65%-18.8pp | 29.32%-16.5pp | 561.29%-548.4pp |
| Employer contribution / active EE | $2,519 | $3,615-30.3% | $3,023-16.7% | $4,660-45.9% |
| Participant deferral / active EE | $6,518 | $5,731+13.7% | $5,053+29.0% | $6,688-2.5% |
| Admin fee / account holder | $30 | $13,326-99.8% | $9,451-99.7% | $13,397-99.8% |