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 6-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 | $19,192 | $118,427-83.8% | $66,042-70.9% | $142,382-86.5% |
| Participation rate | 86.7% | 68.1%+18.5pp | 67.5%+19.2pp | 80.1%+6.5pp |
| Annual return | 17.94% | 35.57%-17.6pp | 52.11%-34.2pp | 217.08%-199.1pp |
| Employer contribution / active EE | $836 | $2,570-67.5% | $1,579-47.1% | $4,299-80.6% |
| Participant deferral / active EE | $1,753 | $4,311-59.3% | $2,835-38.2% | $6,507-73.1% |
| Admin fee / account holder | $88 | $9,593-99.1% | $5,747-98.5% | $12,624-99.3% |