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 | $42,799 | $75,828-43.6% | $147,614-71.0% | $59,632-28.2% |
| Participation rate | 97.4% | 71.6%+25.9pp | 84.6%+12.8pp | 68.7%+28.8pp |
| Annual return | -0.81% | 0.37%-1.2pp | 61.98%-62.8pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $819 | $3,485-76.5% | $5,564-85.3% | $2,203-62.8% |
| Participant deferral / active EE | $4,087 | $3,130+30.6% | $4,895-16.5% | $3,192+28.1% |
| Admin fee / account holder | $120 | $5,985-98.0% | $11,611-99.0% | $4,297-97.2% |