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 4-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 | $61,583 | $163,101-62.2% | $136,749-55.0% | $142,382-56.7% |
| Participation rate | 75.0% | 78.2%-3.2pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 30.07% | 27.54%+2.5pp | 24.33%+5.7pp | 217.08%-187.0pp |
| Employer contribution / active EE | $6,460 | $4,117+56.9% | $3,400+90.0% | $4,299+50.3% |
| Participant deferral / active EE | $9,300 | $5,585+66.5% | $4,692+98.2% | $6,507+42.9% |
| Admin fee / account holder | $15 | $14,318-99.9% | $11,386-99.9% | $12,624-99.9% |