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 | $18,316 | $40,256-54.5% | $57,343-68.1% | $59,632-69.3% |
| Participation rate | 93.3% | 69.2%+24.2pp | 75.1%+18.2pp | 68.7%+24.7pp |
| Annual return | 1.80% | 27.49%-25.7pp | 24.39%-22.6pp | 2041.28%-2039.5pp |
| Employer contribution / active EE | $532 | $1,922-72.3% | $2,689-80.2% | $2,203-75.8% |
| Participant deferral / active EE | $1,064 | $2,399-55.6% | $3,162-66.3% | $3,192-66.7% |
| Admin fee / account holder | $121 | $2,818-95.7% | $3,356-96.4% | $4,297-97.2% |