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 6-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 | $21,755 | $115,882-81.2% | $100,516-78.4% | $158,922-86.3% |
| Participation rate | 81.8% | 81.6%+0.2pp | 79.4%+2.4pp | 82.0%-0.1pp |
| Annual return | 12.80% | 34.79%-22.0pp | 30.89%-18.1pp | 302.83%-290.0pp |
| Employer contribution / active EE | $764 | $4,103-81.4% | $3,418-77.7% | $4,761-84.0% |
| Participant deferral / active EE | $2,485 | $6,674-62.8% | $6,270-60.4% | $5,982-58.5% |
| Admin fee / account holder | $49 | $10,995-99.6% | $8,081-99.4% | $11,246-99.6% |