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 | $34,234 | $103,376-66.9% | $87,100-60.7% | $152,861-77.6% |
| Participation rate | 82.4% | 79.3%+3.0pp | 76.9%+5.5pp | 82.4%-0.1pp |
| Annual return | 29.88% | 28.10%+1.8pp | 28.19%+1.7pp | 345.32%-315.4pp |
| Employer contribution / active EE | $2,265 | $3,220-29.7% | $2,521-10.1% | $4,762-52.4% |
| Participant deferral / active EE | $6,167 | $4,778+29.1% | $4,049+52.3% | $5,850+5.4% |
| Admin fee / account holder | $19 | $12,205-99.8% | $7,497-99.7% | $11,596-99.8% |