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 4-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 | $42,382 | $127,065-66.6% | $113,168-62.5% | $142,382-70.2% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 21.90% | 24.03%-2.1pp | 24.27%-2.4pp | 217.08%-195.2pp |
| Employer contribution / active EE | $1,932 | $3,442-43.9% | $2,975-35.1% | $4,299-55.1% |
| Participant deferral / active EE | $4,829 | $5,716-15.5% | $5,107-5.4% | $6,507-25.8% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |