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 | $14,888 | $43,327-65.6% | $59,878-75.1% | $64,186-76.8% |
| Participation rate | 86.4% | 69.2%+17.2pp | 74.7%+11.7pp | 69.6%+16.8pp |
| Annual return | -6.82% | -1.55%-5.3pp | 3.46%-10.3pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,020 | $2,028-49.7% | $2,722-62.5% | $2,381-57.1% |
| Participant deferral / active EE | $2,908 | $2,546+14.2% | $3,402-14.5% | $3,470-16.2% |
| Admin fee / account holder | $114 | $3,005-96.2% | $3,590-96.8% | $4,888-97.7% |