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 | $44,076 | $77,899-43.4% | $149,673-70.6% | $75,163-41.4% |
| Participation rate | 89.3% | 65.6%+23.7pp | 78.8%+10.5pp | 67.2%+22.1pp |
| Annual return | 21.92% | 31.72%-9.8pp | 134.42%-112.5pp | 160.62%-138.7pp |
| Employer contribution / active EE | $929 | $3,137-70.4% | $4,818-80.7% | $2,670-65.2% |
| Participant deferral / active EE | $2,584 | $3,411-24.2% | $5,680-54.5% | $4,125-37.4% |
| Admin fee / account holder | $35 | $5,956-99.4% | $13,210-99.7% | $5,651-99.4% |