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 | $26,329 | $117,983-77.7% | $101,794-74.1% | $142,382-81.5% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.2%+2.2pp | 80.1%-8.7pp |
| Annual return | 23.22% | 36.92%-13.7pp | 30.53%-7.3pp | 217.08%-193.9pp |
| Employer contribution / active EE | $495 | $2,773-82.2% | $2,289-78.4% | $4,299-88.5% |
| Participant deferral / active EE | $2,197 | $4,714-53.4% | $4,084-46.2% | $6,507-66.2% |
| Admin fee / account holder | $35 | $10,433-99.7% | $8,777-99.6% | $12,624-99.7% |