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 | $16,546 | $76,000-78.2% | $154,107-89.3% | $64,186-74.2% |
| Participation rate | 78.6% | 70.4%+8.2pp | 83.0%-4.5pp | 69.6%+9.0pp |
| Annual return | 0.33% | 30.32%-30.0pp | 735.12%-734.8pp | 7.63%-7.3pp |
| Employer contribution / active EE | $839 | $3,351-75.0% | $5,298-84.2% | $2,381-64.8% |
| Participant deferral / active EE | $1,687 | $3,175-46.9% | $5,081-66.8% | $3,470-51.4% |
| Admin fee / account holder | $34 | $5,596-99.4% | $13,411-99.7% | $4,888-99.3% |