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 | $74,353 | $133,958-44.5% | $112,228-33.7% | $134,475-44.7% |
| Participation rate | 94.7% | 78.6%+16.2pp | 75.1%+19.7pp | 81.2%+13.5pp |
| Annual return | 3.41% | 47.11%-43.7pp | 27.45%-24.0pp | 417.96%-414.6pp |
| Employer contribution / active EE | $1,079 | $4,038-73.3% | $3,635-70.3% | $4,740-77.2% |
| Participant deferral / active EE | $5,707 | $5,291+7.9% | $4,728+20.7% | $6,400-10.8% |
| Admin fee / account holder | $14 | $7,489-99.8% | $6,410-99.8% | $11,426-99.9% |