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 | $43,996 | $56,199-21.7% | $67,652-35.0% | $59,632-26.2% |
| Participation rate | 72.4% | 71.5%+0.9pp | 75.7%-3.3pp | 68.7%+3.7pp |
| Annual return | 1.27% | 18505.31%-18504.0pp | 6625.04%-6623.8pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $351 | $1,614-78.2% | $2,266-84.5% | $2,203-84.1% |
| Participant deferral / active EE | $2,317 | $2,844-18.5% | $3,560-34.9% | $3,192-27.4% |
| Admin fee / account holder | $216 | $3,958-94.5% | $4,821-95.5% | $4,297-95.0% |