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 | $93,977 | $123,793-24.1% | $177,821-47.2% | $79,858+17.7% |
| Participation rate | 96.8% | 84.7%+12.1pp | 87.7%+9.1pp | 69.6%+27.1pp |
| Annual return | 17.81% | 22.82%-5.0pp | 48.32%-30.5pp | 31.71%-13.9pp |
| Employer contribution / active EE | $2,401 | $4,095-41.4% | $5,918-59.4% | $2,471-2.8% |
| Participant deferral / active EE | $4,157 | $5,956-30.2% | $7,714-46.1% | $3,740+11.1% |
| Admin fee / account holder | $2 | $7,243-100.0% | $12,427-100.0% | $5,306-100.0% |