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 3-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 | $13,912 | $72,400-80.8% | $67,502-79.4% | $145,922-90.5% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 18.88% | 7182.46%-7163.6pp | 3512.12%-3493.2pp | 561.29%-542.4pp |
| Employer contribution / active EE | $2,832 | $3,069-7.7% | $2,731+3.7% | $4,660-39.2% |
| Participant deferral / active EE | $4,511 | $4,783-5.7% | $4,000+12.8% | $6,688-32.5% |
| Admin fee / account holder | $19 | $5,539-99.7% | $3,998-99.5% | $13,397-99.9% |