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 | $34,008 | $45,035-24.5% | $62,995-46.0% | $70,131-51.5% |
| Participation rate | 96.6% | 69.5%+27.1pp | 74.8%+21.8pp | 69.5%+27.1pp |
| Annual return | 13.71% | 18.76%-5.0pp | 87.57%-73.9pp | 73.14%-59.4pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,789 | $2,465+53.7% | $3,329+13.8% | $3,332+13.7% |
| Admin fee / account holder | $140 | $2,834-95.1% | $3,600-96.1% | $4,645-97.0% |