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 8-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 | $29,903 | $162,781-81.6% | $133,956-77.7% | $158,922-81.2% |
| Participation rate | 90.9% | 83.2%+7.7pp | 79.8%+11.1pp | 82.0%+9.0pp |
| Annual return | 15.80% | 41.94%-26.1pp | 45.09%-29.3pp | 302.83%-287.0pp |
| Employer contribution / active EE | $3,550 | $4,975-28.6% | $3,919-9.4% | $4,761-25.4% |
| Participant deferral / active EE | $4,920 | $5,911-16.8% | $5,048-2.5% | $5,982-17.7% |
| Admin fee / account holder | $101 | $11,736-99.1% | $8,927-98.9% | $11,246-99.1% |