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 | $24,255 | $95,971-74.7% | $74,550-67.5% | $135,375-82.1% |
| Participation rate | 90.9% | 75.7%+15.3pp | 69.1%+21.8pp | 82.6%+8.3pp |
| Annual return | 0.97% | 56.96%-56.0pp | 32.53%-31.6pp | 519.73%-518.8pp |
| Employer contribution / active EE | $3,073 | $2,716+13.1% | $1,961+56.7% | $4,779-35.7% |
| Participant deferral / active EE | $5,581 | $3,843+45.2% | $3,108+79.6% | $5,609-0.5% |
| Admin fee / account holder | $108 | $6,522-98.3% | $5,060-97.9% | $10,827-99.0% |