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 7-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 | $40,184 | $159,901-74.9% | $146,958-72.7% | $145,922-72.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 14.39% | 98.13%-83.7pp | 418.34%-403.9pp | 561.29%-546.9pp |
| Employer contribution / active EE | $1,085 | $5,286-79.5% | $4,933-78.0% | $4,660-76.7% |
| Participant deferral / active EE | $4,678 | $8,428-44.5% | $8,070-42.0% | $6,688-30.1% |
| Admin fee / account holder | $259 | $15,044-98.3% | $12,998-98.0% | $13,397-98.1% |