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 | $39,172 | $52,681-25.6% | $75,781-48.3% | $59,632-34.3% |
| Participation rate | 84.6% | 67.2%+17.4pp | 75.8%+8.8pp | 68.7%+15.9pp |
| Annual return | 1.00% | 2.95%-2.0pp | 9.68%-8.7pp | 2041.28%-2040.3pp |
| Employer contribution / active EE | $4,328 | $2,193+97.3% | $3,323+30.2% | $2,203+96.5% |
| Participant deferral / active EE | $3,207 | $2,591+23.8% | $3,651-12.2% | $3,192+0.5% |
| Admin fee / account holder | $13 | $3,610-99.6% | $5,299-99.7% | $4,297-99.7% |