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 | $30,209 | $99,341-69.6% | $84,750-64.4% | $273,961-89.0% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 9.50% | 22.93%-13.4pp | 22.78%-13.3pp | 41.45%-32.0pp |
| Employer contribution / active EE | $1,280 | $4,214-69.6% | $3,574-64.2% | $4,869-73.7% |
| Participant deferral / active EE | $1,567 | $4,269-63.3% | $3,712-57.8% | $5,287-70.4% |
| Admin fee / account holder | $116 | $6,644-98.2% | $5,332-97.8% | $10,132-98.9% |