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 | $38,184 | $107,791-64.6% | $90,645-57.9% | $135,375-71.8% |
| Participation rate | 71.4% | 78.0%-6.6pp | 74.0%-2.6pp | 82.6%-11.2pp |
| Annual return | 6.93% | -0.90%+7.8pp | 1.88%+5.0pp | 519.73%-512.8pp |
| Employer contribution / active EE | $751 | $3,018-75.1% | $2,532-70.3% | $4,779-84.3% |
| Participant deferral / active EE | $1,241 | $3,872-68.0% | $3,425-63.8% | $5,609-77.9% |
| Admin fee / account holder | $198 | $5,930-96.7% | $4,994-96.0% | $10,827-98.2% |