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 5-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 | $14,200 | $104,974-86.5% | $95,585-85.1% | $142,382-90.0% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 20.86% | 210.33%-189.5pp | 38.56%-17.7pp | 217.08%-196.2pp |
| Employer contribution / active EE | $802 | $2,779-71.1% | $2,527-68.2% | $4,299-81.3% |
| Participant deferral / active EE | $3,269 | $4,352-24.9% | $4,023-18.7% | $6,507-49.8% |
| Admin fee / account holder | $160 | $6,386-97.5% | $6,127-97.4% | $12,624-98.7% |