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 | $6,844 | $35,183-80.5% | $73,545-90.7% | $70,131-90.2% |
| Participation rate | 81.5% | 42.9%+38.6pp | 54.9%+26.6pp | 69.5%+11.9pp |
| Annual return | 19.39% | 26.90%-7.5pp | -15.16%+34.5pp | 73.14%-53.8pp |
| Employer contribution / active EE | $1,185 | $709+67.2% | $1,219-2.8% | $2,342-49.4% |
| Participant deferral / active EE | $1,138 | $1,220-6.7% | $1,806-37.0% | $3,332-65.8% |
| Admin fee / account holder | $44 | $2,302-98.1% | $2,320-98.1% | $4,645-99.1% |