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 | $81,362 | $215,361-62.2% | $171,082-52.4% | $273,961-70.3% |
| Participation rate | 78.6% | 82.0%-3.5pp | 76.7%+1.9pp | 83.0%-4.4pp |
| Annual return | 6.77% | 25.14%-18.4pp | 32.56%-25.8pp | 41.45%-34.7pp |
| Employer contribution / active EE | $907 | $4,967-81.7% | $4,002-77.3% | $4,869-81.4% |
| Participant deferral / active EE | $4,985 | $5,543-10.1% | $4,797+3.9% | $5,287-5.7% |
| Admin fee / account holder | $34 | $10,846-99.7% | $8,520-99.6% | $10,132-99.7% |