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 | $18,224 | $74,888-75.7% | $71,209-74.4% | $142,382-87.2% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 16.95% | 345.14%-328.2pp | 282.51%-265.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $802 | $2,854-71.9% | $2,721-70.5% | $4,299-81.3% |
| Participant deferral / active EE | $2,023 | $4,454-54.6% | $4,175-51.5% | $6,507-68.9% |
| Admin fee / account holder | $235 | $5,568-95.8% | $5,349-95.6% | $12,624-98.1% |