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 | $64,304 | $89,355-28.0% | $141,162-54.4% | $72,985-11.9% |
| Participation rate | 95.0% | 75.1%+19.9pp | 82.5%+12.5pp | 69.5%+25.5pp |
| Annual return | 24.96% | 111.85%-86.9pp | 71.39%-46.4pp | 81.00%-56.0pp |
| Employer contribution / active EE | $1,090 | $3,114-65.0% | $4,735-77.0% | $2,440-55.3% |
| Participant deferral / active EE | $13,278 | $5,418+145.1% | $6,709+97.9% | $3,607+268.1% |
| Admin fee / account holder | $137 | $5,958-97.7% | $10,261-98.7% | $5,124-97.3% |