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 | $16,490 | $48,230-65.8% | $67,502-75.6% | $80,856-79.6% |
| Participation rate | 72.4% | 66.4%+6.0pp | 72.9%-0.5pp | 67.6%+4.8pp |
| Annual return | 14.56% | 18.28%-3.7pp | 3512.12%-3497.6pp | 35.59%-21.0pp |
| Employer contribution / active EE | $979 | $2,020-51.6% | $2,731-64.2% | $2,755-64.5% |
| Participant deferral / active EE | $0 | $2,924-100.0% | $4,000-100.0% | $4,296-100.0% |
| Admin fee / account holder | $222 | $3,681-94.0% | $3,998-94.4% | $6,918-96.8% |