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 | $71,066 | $102,604-30.7% | $86,188-17.5% | $139,434-49.0% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 16.86% | 1922.51%-1905.6pp | 1168.45%-1151.6pp | 372.94%-356.1pp |
| Employer contribution / active EE | $1,105 | $3,032-63.6% | $2,380-53.6% | $4,751-76.7% |
| Participant deferral / active EE | $3,016 | $4,676-35.5% | $3,985-24.3% | $6,710-55.0% |
| Admin fee / account holder | $60 | $8,657-99.3% | $6,852-99.1% | $11,403-99.5% |