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 | $34,777 | $158,817-78.1% | $121,196-71.3% | $135,375-74.3% |
| Participation rate | 95.5% | 79.3%+16.2pp | 71.7%+23.7pp | 82.6%+12.8pp |
| Annual return | 12.04% | -0.64%+12.7pp | 16.93%-4.9pp | 519.73%-507.7pp |
| Employer contribution / active EE | $716 | $5,665-87.4% | $4,022-82.2% | $4,779-85.0% |
| Participant deferral / active EE | $3,309 | $4,005-17.4% | $3,344-1.1% | $5,609-41.0% |
| Admin fee / account holder | $138 | $6,512-97.9% | $5,019-97.3% | $10,827-98.7% |