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 | $57,384 | $74,888-23.4% | $71,209-19.4% | $142,382-59.7% |
| Participation rate | 78.9% | 76.2%+2.7pp | 73.8%+5.2pp | 80.1%-1.2pp |
| Annual return | 17.50% | 345.14%-327.6pp | 282.51%-265.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,851 | $2,854-0.1% | $2,721+4.8% | $4,299-33.7% |
| Participant deferral / active EE | $4,182 | $4,454-6.1% | $4,175+0.2% | $6,507-35.7% |
| Admin fee / account holder | $183 | $5,568-96.7% | $5,349-96.6% | $12,624-98.5% |