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 | $76,986 | $176,377-56.4% | $134,143-42.6% | $158,922-51.6% |
| Participation rate | 72.7% | 78.7%-6.0pp | 72.2%+0.6pp | 82.0%-9.2pp |
| Annual return | 20.58% | 63.63%-43.1pp | 36.33%-15.8pp | 302.83%-282.2pp |
| Employer contribution / active EE | $2,131 | $5,040-57.7% | $3,704-42.5% | $4,761-55.2% |
| Participant deferral / active EE | $1,707 | $4,091-58.3% | $3,499-51.2% | $5,982-71.5% |
| Admin fee / account holder | $21 | $8,718-99.8% | $6,684-99.7% | $11,246-99.8% |