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 | $92,855 | $100,326-7.4% | $180,183-48.5% | $84,808+9.5% |
| Participation rate | 73.7% | 71.0%+2.7pp | 77.4%-3.8pp | 68.3%+5.4pp |
| Annual return | 14.99% | 17.86%-2.9pp | 27.86%-12.9pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,211 | $3,269-62.9% | $5,039-76.0% | $2,631-54.0% |
| Participant deferral / active EE | $2,527 | $5,066-50.1% | $6,822-63.0% | $4,212-40.0% |
| Admin fee / account holder | $81 | $9,674-99.2% | $19,975-99.6% | $7,344-98.9% |