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 | $35,429 | $124,281-71.5% | $109,143-67.5% | $167,490-78.8% |
| Participation rate | 71.4% | 79.4%-8.0pp | 75.9%-4.4pp | 82.1%-10.7pp |
| Annual return | 13.61% | 26.04%-12.4pp | 25.75%-12.1pp | 478.56%-464.9pp |
| Employer contribution / active EE | $1,735 | $4,207-58.8% | $3,722-53.4% | $4,837-64.1% |
| Participant deferral / active EE | $4,104 | $5,255-21.9% | $4,653-11.8% | $6,341-35.3% |
| Admin fee / account holder | $281 | $7,970-96.5% | $6,752-95.8% | $12,309-97.7% |