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 | $32,434 | $99,918-67.5% | $81,382-60.1% | $145,922-77.8% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.5%+0.5pp | 80.3%-10.3pp |
| Annual return | 8.00% | 34.32%-26.3pp | 24.73%-16.7pp | 561.29%-553.3pp |
| Employer contribution / active EE | $0 | $2,978-100.0% | $2,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,095 | $4,605-11.1% | $3,883+5.4% | $6,688-38.8% |
| Admin fee / account holder | $208 | $8,212-97.5% | $5,768-96.4% | $13,397-98.4% |