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 5-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 | $27,017 | $109,881-75.4% | $150,045-82.0% | $84,808-68.1% |
| Participation rate | 97.0% | 76.1%+20.9pp | 82.3%+14.6pp | 68.3%+28.7pp |
| Annual return | 21.72% | 28.25%-6.5pp | 62.55%-40.8pp | 40.90%-19.2pp |
| Employer contribution / active EE | $1,776 | $3,561-50.1% | $4,693-62.2% | $2,631-32.5% |
| Participant deferral / active EE | $6,196 | $6,636-6.6% | $7,997-22.5% | $4,212+47.1% |
| Admin fee / account holder | $77 | $8,568-99.1% | $13,435-99.4% | $7,344-98.9% |