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 | $109,759 | $53,018+107.0% | $70,014+56.8% | $62,891+74.5% |
| Participation rate | 94.1% | 67.2%+26.9pp | 71.8%+22.3pp | 69.3%+24.8pp |
| Annual return | 7.28% | 13.35%-6.1pp | 12.99%-5.7pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,187 | $1,799-34.0% | $2,338-49.2% | $2,281-47.9% |
| Participant deferral / active EE | $4,728 | $2,395+97.4% | $2,931+61.3% | $3,203+47.6% |
| Admin fee / account holder | $212 | $3,690-94.3% | $4,380-95.2% | $4,296-95.1% |