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 | $69,415 | $138,044-49.7% | $125,339-44.6% | $134,475-48.4% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.6pp | 81.2%-8.5pp |
| Annual return | -5.81% | 750.33%-756.1pp | 572.05%-577.9pp | 417.96%-423.8pp |
| Employer contribution / active EE | $1,999 | $5,243-61.9% | $4,814-58.5% | $4,740-57.8% |
| Participant deferral / active EE | $3,002 | $7,799-61.5% | $7,446-59.7% | $6,400-53.1% |
| Admin fee / account holder | $178 | $11,571-98.5% | $10,010-98.2% | $11,426-98.4% |