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 | $35,894 | $39,019-8.0% | $80,716-55.5% | $85,850-58.2% |
| Participation rate | 71.0% | 41.5%+29.4pp | 54.2%+16.8pp | 69.3%+1.7pp |
| Annual return | 13.49% | 26.27%-12.8pp | 87.28%-73.8pp | 318.53%-305.0pp |
| Employer contribution / active EE | $1,841 | $722+155.0% | $1,160+58.7% | $2,565-28.2% |
| Participant deferral / active EE | $3,681 | $1,326+177.7% | $2,146+71.6% | $3,952-6.8% |
| Admin fee / account holder | $149 | $2,431-93.9% | $3,380-95.6% | $6,260-97.6% |