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 | $13,988 | $105,126-86.7% | $94,646-85.2% | $139,434-90.0% |
| Participation rate | 83.3% | 82.4%+1.0pp | 80.8%+2.5pp | 80.3%+3.0pp |
| Annual return | 26.25% | 38.03%-11.8pp | 156.71%-130.5pp | 372.94%-346.7pp |
| Employer contribution / active EE | $717 | $4,106-82.5% | $3,672-80.5% | $4,751-84.9% |
| Participant deferral / active EE | $4,990 | $7,599-34.3% | $7,418-32.7% | $6,710-25.6% |
| Admin fee / account holder | $47 | $8,984-99.5% | $7,231-99.3% | $11,403-99.6% |