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 | $61,599 | $48,046+28.2% | $84,611-27.2% | $72,985-15.6% |
| Participation rate | 75.0% | 57.6%+17.4pp | 68.2%+6.8pp | 69.5%+5.5pp |
| Annual return | 28.93% | 37.38%-8.4pp | 258.74%-229.8pp | 81.00%-52.1pp |
| Employer contribution / active EE | $571 | $1,602-64.3% | $2,652-78.5% | $2,440-76.6% |
| Participant deferral / active EE | $3,465 | $2,680+29.3% | $3,899-11.1% | $3,607-3.9% |
| Admin fee / account holder | $2 | $3,395-99.9% | $4,912-100.0% | $5,124-100.0% |