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 6-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 | $29,317 | $149,040-80.3% | $120,225-75.6% | $137,256-78.6% |
| Participation rate | 72.7% | 75.4%-2.7pp | 69.6%+3.1pp | 80.0%-7.2pp |
| Annual return | 20.26% | 605.68%-585.4pp | 439.23%-419.0pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,019 | $4,350-76.6% | $3,475-70.7% | $4,156-75.5% |
| Participant deferral / active EE | $3,456 | $4,655-25.8% | $3,999-13.6% | $6,407-46.1% |
| Admin fee / account holder | $17 | $6,348-99.7% | $5,696-99.7% | $12,270-99.9% |