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 5-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 | $12,531 | $180,749-93.1% | $160,784-92.2% | $137,256-90.9% |
| Participation rate | 80.0% | 80.0%0pp | 77.0%+3.0pp | 80.0%0pp |
| Annual return | 26.36% | 2234.46%-2208.1pp | 1803.92%-1777.6pp | 220.34%-194.0pp |
| Employer contribution / active EE | $1,234 | $4,155-70.3% | $3,733-66.9% | $4,156-70.3% |
| Participant deferral / active EE | $8,613 | $6,844+25.8% | $6,293+36.9% | $6,407+34.4% |
| Admin fee / account holder | $89 | $10,397-99.1% | $9,717-99.1% | $12,270-99.3% |