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 | $30,814 | $127,386-75.8% | $115,037-73.2% | $125,391-75.4% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | 0.07% | 31.28%-31.2pp | 26.14%-26.1pp | 282.22%-282.2pp |
| Employer contribution / active EE | $2,855 | $5,166-44.7% | $4,608-38.0% | $4,866-41.3% |
| Participant deferral / active EE | $5,911 | $6,423-8.0% | $6,026-1.9% | $5,352+10.4% |
| Admin fee / account holder | $12 | $9,516-99.9% | $8,175-99.9% | $9,540-99.9% |