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 4-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 | $27,747 | $159,901-82.6% | $146,958-81.1% | $145,922-81.0% |
| Participation rate | 79.2% | 84.0%-4.8pp | 82.2%-3.0pp | 80.3%-1.1pp |
| Annual return | 16.45% | 98.13%-81.7pp | 418.34%-401.9pp | 561.29%-544.8pp |
| Employer contribution / active EE | $3,883 | $5,286-26.5% | $4,933-21.3% | $4,660-16.7% |
| Participant deferral / active EE | $7,672 | $8,428-9.0% | $8,070-4.9% | $6,688+14.7% |
| Admin fee / account holder | $40 | $15,044-99.7% | $12,998-99.7% | $13,397-99.7% |