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 | $7,066 | $74,888-90.6% | $71,209-90.1% | $142,382-95.0% |
| Participation rate | 77.8% | 76.2%+1.6pp | 73.8%+4.0pp | 80.1%-2.3pp |
| Annual return | 22.80% | 345.14%-322.3pp | 282.51%-259.7pp | 217.08%-194.3pp |
| Employer contribution / active EE | $471 | $2,854-83.5% | $2,721-82.7% | $4,299-89.0% |
| Participant deferral / active EE | $1,505 | $4,454-66.2% | $4,175-64.0% | $6,507-76.9% |
| Admin fee / account holder | $43 | $5,568-99.2% | $5,349-99.2% | $12,624-99.7% |