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 | $35,257 | $181,894-80.6% | $156,549-77.5% | $273,961-87.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.93% | 30.74%-18.8pp | 32.23%-20.3pp | 41.45%-29.5pp |
| Employer contribution / active EE | $3,073 | $6,248-50.8% | $5,501-44.1% | $4,869-36.9% |
| Participant deferral / active EE | $8,655 | $5,550+55.9% | $4,871+77.7% | $5,287+63.7% |
| Admin fee / account holder | $255 | $15,559-98.4% | $13,027-98.0% | $10,132-97.5% |