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 | $31,248 | $157,256-80.1% | $141,162-77.9% | $152,861-79.6% |
| Participation rate | 76.9% | 84.8%-7.9pp | 82.5%-5.5pp | 82.4%-5.5pp |
| Annual return | 18.55% | 64.32%-45.8pp | 71.39%-52.8pp | 345.32%-326.8pp |
| Employer contribution / active EE | $1,069 | $5,261-79.7% | $4,735-77.4% | $4,762-77.6% |
| Participant deferral / active EE | $2,369 | $7,109-66.7% | $6,709-64.7% | $5,850-59.5% |
| Admin fee / account holder | $110 | $12,120-99.1% | $10,261-98.9% | $11,596-99.1% |