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 | $81,252 | $90,503-10.2% | $78,689+3.3% | $273,961-70.3% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.2pp | 83.0%+2.7pp |
| Annual return | 9.92% | 75.60%-65.7pp | 62.18%-52.3pp | 41.45%-31.5pp |
| Employer contribution / active EE | $1,313 | $3,176-58.7% | $2,851-54.0% | $4,869-73.0% |
| Participant deferral / active EE | $2,034 | $3,901-47.9% | $3,517-42.2% | $5,287-61.5% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |