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 | $55,591 | $106,115-47.6% | $85,969-35.3% | $125,391-55.7% |
| Participation rate | 73.9% | 84.1%-10.1pp | 76.5%-2.6pp | 83.2%-9.3pp |
| Annual return | 0.07% | 13.93%-13.9pp | 9.32%-9.2pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,749 | $4,537-61.5% | $3,474-49.7% | $4,866-64.1% |
| Participant deferral / active EE | $3,900 | $4,859-19.7% | $3,829+1.9% | $5,352-27.1% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,540-100.0% |