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 | $22,805 | $157,256-85.5% | $141,162-83.8% | $152,861-85.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 23.88% | 64.32%-40.4pp | 71.39%-47.5pp | 345.32%-321.4pp |
| Employer contribution / active EE | $1,212 | $5,261-77.0% | $4,735-74.4% | $4,762-74.6% |
| Participant deferral / active EE | $4,230 | $7,109-40.5% | $6,709-37.0% | $5,850-27.7% |
| Admin fee / account holder | $296 | $12,120-97.6% | $10,261-97.1% | $11,596-97.4% |