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 | $40,261 | $90,600-55.6% | $79,464-49.3% | $135,375-70.3% |
| Participation rate | 73.3% | 76.0%-2.7pp | 73.3%0pp | 82.6%-9.3pp |
| Annual return | 3.19% | 977.43%-974.2pp | 718.14%-714.9pp | 519.73%-516.5pp |
| Employer contribution / active EE | $239 | $3,068-92.2% | $2,800-91.5% | $4,779-95.0% |
| Participant deferral / active EE | $643 | $4,050-84.1% | $3,704-82.6% | $5,609-88.5% |
| Admin fee / account holder | $115 | $5,907-98.1% | $5,113-97.8% | $10,827-98.9% |