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 3-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 | $8,090 | $104,974-92.3% | $95,585-91.5% | $142,382-94.3% |
| Participation rate | 76.9% | 75.0%+2.0pp | 72.1%+4.8pp | 80.1%-3.2pp |
| Annual return | 19.12% | 210.33%-191.2pp | 38.56%-19.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $580 | $2,779-79.1% | $2,527-77.1% | $4,299-86.5% |
| Participant deferral / active EE | $2,433 | $4,352-44.1% | $4,023-39.5% | $6,507-62.6% |
| Admin fee / account holder | $115 | $6,386-98.2% | $6,127-98.1% | $12,624-99.1% |