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 | $48,672 | $93,346-47.9% | $71,796-32.2% | $273,961-82.2% |
| Participation rate | 83.3% | 76.5%+6.8pp | 69.1%+14.2pp | 83.0%+0.3pp |
| Annual return | 10.37% | 130.39%-120.0pp | 78.04%-67.7pp | 41.45%-31.1pp |
| Employer contribution / active EE | $1,805 | $2,733-34.0% | $1,924-6.2% | $4,869-62.9% |
| Participant deferral / active EE | $4,509 | $3,475+29.7% | $2,794+61.4% | $5,287-14.7% |
| Admin fee / account holder | $205 | $6,571-96.9% | $4,815-95.8% | $10,132-98.0% |