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 | $33,199 | $81,460-59.2% | $103,333-67.9% | $80,856-58.9% |
| Participation rate | 81.5% | 66.8%+14.6pp | 74.5%+7.0pp | 67.6%+13.8pp |
| Annual return | 16.42% | 25.55%-9.1pp | 24.88%-8.5pp | 35.59%-19.2pp |
| Employer contribution / active EE | $2,781 | $3,105-10.4% | $3,868-28.1% | $2,755+0.9% |
| Participant deferral / active EE | $6,046 | $3,869+56.3% | $5,057+19.5% | $4,296+40.7% |
| Admin fee / account holder | $0 | $6,566-100.0% | $8,355-100.0% | $6,918-100.0% |