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 | $46,625 | $54,762-14.9% | $90,281-48.4% | $72,985-36.1% |
| Participation rate | 93.5% | 65.1%+28.4pp | 73.3%+20.3pp | 69.5%+24.1pp |
| Annual return | 18.92% | 30.63%-11.7pp | 78.10%-59.2pp | 81.00%-62.1pp |
| Employer contribution / active EE | $2,535 | $2,092+21.2% | $2,854-11.2% | $2,440+3.9% |
| Participant deferral / active EE | $2,727 | $2,887-5.5% | $3,885-29.8% | $3,607-24.4% |
| Admin fee / account holder | $0 | $3,972-100.0% | $5,351-100.0% | $5,124-100.0% |