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 | $17,091 | $39,122-56.3% | $57,179-70.1% | $62,891-72.8% |
| Participation rate | 93.3% | 70.5%+22.8pp | 75.3%+18.0pp | 69.3%+24.0pp |
| Annual return | 5.76% | 9.23%-3.5pp | 14.59%-8.8pp | 20.14%-14.4pp |
| Employer contribution / active EE | $1,057 | $1,874-43.6% | $2,682-60.6% | $2,281-53.7% |
| Participant deferral / active EE | $1,025 | $2,374-56.8% | $3,096-66.9% | $3,203-68.0% |
| Admin fee / account holder | $115 | $2,592-95.6% | $3,139-96.3% | $4,296-97.3% |