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 | $51,485 | $153,311-66.4% | $109,313-52.9% | $273,961-81.2% |
| Participation rate | 88.2% | 80.1%+8.1pp | 71.3%+17.0pp | 83.0%+5.2pp |
| Annual return | 7.95% | 29.86%-21.9pp | 22.07%-14.1pp | 41.45%-33.5pp |
| Employer contribution / active EE | $2,710 | $5,619-51.8% | $3,892-30.4% | $4,869-44.3% |
| Participant deferral / active EE | $6,738 | $3,932+71.4% | $3,166+112.8% | $5,287+27.4% |
| Admin fee / account holder | $53 | $8,076-99.3% | $5,666-99.1% | $10,132-99.5% |