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 | $55,009 | $78,422-29.9% | $95,952-42.7% | $79,858-31.1% |
| Participation rate | 78.8% | 73.5%+5.3pp | 77.1%+1.7pp | 69.6%+9.2pp |
| Annual return | 20.04% | 19.37%+0.7pp | 91.61%-71.6pp | 31.71%-11.7pp |
| Employer contribution / active EE | $958 | $1,945-50.7% | $2,541-62.3% | $2,471-61.2% |
| Participant deferral / active EE | $3,676 | $3,440+6.9% | $4,167-11.8% | $3,740-1.7% |
| Admin fee / account holder | $93 | $5,622-98.4% | $6,795-98.6% | $5,306-98.3% |