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 | $12,626 | $110,261-88.5% | $95,745-86.8% | $139,434-90.9% |
| Participation rate | 73.3% | 75.8%-2.4pp | 72.3%+1.1pp | 80.3%-7.0pp |
| Annual return | 19.82% | 27.11%-7.3pp | 28.35%-8.5pp | 372.94%-353.1pp |
| Employer contribution / active EE | $741 | $3,257-77.3% | $2,835-73.9% | $4,751-84.4% |
| Participant deferral / active EE | $3,788 | $4,676-19.0% | $4,245-10.8% | $6,710-43.5% |
| Admin fee / account holder | $193 | $6,613-97.1% | $5,678-96.6% | $11,403-98.3% |