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 | $17,337 | $76,000-77.2% | $154,107-88.8% | $64,186-73.0% |
| Participation rate | 78.9% | 70.4%+8.5pp | 83.0%-4.1pp | 69.6%+9.4pp |
| Annual return | 7.12% | 30.32%-23.2pp | 735.12%-728.0pp | 7.63%-0.5pp |
| Employer contribution / active EE | $526 | $3,351-84.3% | $5,298-90.1% | $2,381-77.9% |
| Participant deferral / active EE | $1,985 | $3,175-37.5% | $5,081-60.9% | $3,470-42.8% |
| Admin fee / account holder | $104 | $5,596-98.1% | $13,411-99.2% | $4,888-97.9% |