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 | $54,114 | $138,065-60.8% | $123,544-56.2% | $135,375-60.0% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | 1.23% | 153.68%-152.5pp | 119.20%-118.0pp | 519.73%-518.5pp |
| Employer contribution / active EE | $4,201 | $5,151-18.4% | $4,628-9.2% | $4,779-12.1% |
| Participant deferral / active EE | $10,698 | $6,799+57.3% | $6,426+66.5% | $5,609+90.7% |
| Admin fee / account holder | $21 | $10,916-99.8% | $9,284-99.8% | $10,827-99.8% |