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 | $82,140 | $181,894-54.8% | $156,549-47.5% | $273,961-70.0% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 3.79% | 30.74%-27.0pp | 32.23%-28.4pp | 41.45%-37.7pp |
| Employer contribution / active EE | $1,562 | $6,248-75.0% | $5,501-71.6% | $4,869-67.9% |
| Participant deferral / active EE | $1,954 | $5,550-64.8% | $4,871-59.9% | $5,287-63.1% |
| Admin fee / account holder | $92 | $15,559-99.4% | $13,027-99.3% | $10,132-99.1% |