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 | $25,826 | $77,634-66.7% | $156,549-83.5% | $62,891-58.9% |
| Participation rate | 96.7% | 71.2%+25.5pp | 84.0%+12.7pp | 69.3%+27.4pp |
| Annual return | 11.41% | 50.32%-38.9pp | 32.23%-20.8pp | 20.14%-8.7pp |
| Employer contribution / active EE | $1,770 | $3,444-48.6% | $5,501-67.8% | $2,281-22.4% |
| Participant deferral / active EE | $3,253 | $3,045+6.8% | $4,871-33.2% | $3,203+1.6% |
| Admin fee / account holder | $152 | $5,561-97.3% | $13,027-98.8% | $4,296-96.5% |