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 | $40,034 | $114,381-65.0% | $107,525-62.8% | $142,382-71.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 25.42% | 242.71%-217.3pp | 181.32%-155.9pp | 217.08%-191.7pp |
| Employer contribution / active EE | $2,936 | $4,015-26.9% | $3,754-21.8% | $4,299-31.7% |
| Participant deferral / active EE | $7,472 | $5,564+34.3% | $5,116+46.1% | $6,507+14.8% |
| Admin fee / account holder | $64 | $9,860-99.4% | $8,919-99.3% | $12,624-99.5% |