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 | $41,516 | $56,277-26.2% | $80,975-48.7% | $62,891-34.0% |
| Participation rate | 89.7% | 69.0%+20.7pp | 75.8%+13.8pp | 69.3%+20.3pp |
| Annual return | 11.76% | 22.12%-10.4pp | 17.10%-5.3pp | 20.14%-8.4pp |
| Employer contribution / active EE | $2,452 | $1,943+26.2% | $3,714-34.0% | $2,281+7.5% |
| Participant deferral / active EE | $2,844 | $4,195-32.2% | $5,696-50.1% | $3,203-11.2% |
| Admin fee / account holder | $191 | $3,741-94.9% | $5,516-96.5% | $4,296-95.5% |