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 | $22,477 | $104,974-78.6% | $95,585-76.5% | $142,382-84.2% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.1%+18.8pp | 80.1%+10.8pp |
| Annual return | 13.66% | 210.33%-196.7pp | 38.56%-24.9pp | 217.08%-203.4pp |
| Employer contribution / active EE | $944 | $2,779-66.0% | $2,527-62.6% | $4,299-78.0% |
| Participant deferral / active EE | $1,009 | $4,352-76.8% | $4,023-74.9% | $6,507-84.5% |
| Admin fee / account holder | $227 | $6,386-96.5% | $6,127-96.3% | $12,624-98.2% |