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 | $25,917 | $75,828-65.8% | $147,614-82.4% | $59,632-56.5% |
| Participation rate | 87.1% | 71.6%+15.5pp | 84.6%+2.5pp | 68.7%+18.4pp |
| Annual return | 0.37% | 0.37%0pp | 61.98%-61.6pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $1,567 | $3,485-55.0% | $5,564-71.8% | $2,203-28.8% |
| Participant deferral / active EE | $1,466 | $3,130-53.2% | $4,895-70.1% | $3,192-54.1% |
| Admin fee / account holder | $183 | $5,985-96.9% | $11,611-98.4% | $4,297-95.7% |