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 | $59,471 | $67,411-11.8% | $91,001-34.6% | $70,131-15.2% |
| Participation rate | 76.3% | 71.4%+5.0pp | 75.6%+0.7pp | 69.5%+6.8pp |
| Annual return | 17.28% | -40.16%+57.4pp | 4.60%+12.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $1,578 | $1,786-11.7% | $2,456-35.8% | $2,342-32.6% |
| Participant deferral / active EE | $2,924 | $2,823+3.6% | $3,547-17.6% | $3,332-12.2% |
| Admin fee / account holder | $17 | $4,236-99.6% | $5,417-99.7% | $4,645-99.6% |