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 | $28,956 | $72,492-60.1% | $87,100-66.8% | $72,985-60.3% |
| Participation rate | 76.9% | 72.8%+4.1pp | 76.9%+0.1pp | 69.5%+7.4pp |
| Annual return | 20.56% | 24.46%-3.9pp | 28.19%-7.6pp | 81.00%-60.4pp |
| Employer contribution / active EE | $1,652 | $1,894-12.8% | $2,521-34.5% | $2,440-32.3% |
| Participant deferral / active EE | $2,962 | $3,270-9.4% | $4,049-26.8% | $3,607-17.9% |
| Admin fee / account holder | $152 | $5,055-97.0% | $7,497-98.0% | $5,124-97.0% |