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 | $44,983 | $77,419-41.9% | $69,455-35.2% | $152,861-70.6% |
| Participation rate | 87.5% | 78.1%+9.4pp | 74.6%+12.9pp | 82.4%+5.1pp |
| Annual return | 19.75% | 39.06%-19.3pp | 28.97%-9.2pp | 345.32%-325.6pp |
| Employer contribution / active EE | $494 | $3,315-85.1% | $2,779-82.2% | $4,762-89.6% |
| Participant deferral / active EE | $3,127 | $4,414-29.2% | $3,535-11.6% | $5,850-46.6% |
| Admin fee / account holder | $222 | $6,207-96.4% | $3,839-94.2% | $11,596-98.1% |