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 4-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 | $43,639 | $105,630-58.7% | $87,507-50.1% | $273,961-84.1% |
| Participation rate | 90.9% | 78.2%+12.7pp | 73.8%+17.1pp | 83.0%+7.9pp |
| Annual return | 0.90% | 12.25%-11.3pp | 12.21%-11.3pp | 41.45%-40.5pp |
| Employer contribution / active EE | $1,850 | $3,141-41.1% | $2,550-27.5% | $4,869-62.0% |
| Participant deferral / active EE | $4,282 | $3,601+18.9% | $3,149+36.0% | $5,287-19.0% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |