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 8-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 | $36,769 | $49,915-26.3% | $154,803-76.2% | $74,304-50.5% |
| Participation rate | 77.5% | 54.0%+23.5pp | 78.1%-0.6pp | 60.3%+17.1pp |
| Annual return | 24.57% | 34.06%-9.5pp | 58.88%-34.3pp | 29.43%-4.9pp |
| Employer contribution / active EE | $1,881 | $1,611+16.7% | $4,305-56.3% | $2,241-16.1% |
| Participant deferral / active EE | $4,562 | $2,255+102.4% | $5,540-17.7% | $3,767+21.1% |
| Admin fee / account holder | $289 | $2,189-86.8% | $14,329-98.0% | $2,969-90.3% |