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 | $18,171 | $45,035-59.7% | $62,995-71.2% | $70,131-74.1% |
| Participation rate | 83.8% | 69.5%+14.3pp | 74.8%+9.0pp | 69.5%+14.2pp |
| Annual return | 11.63% | 18.76%-7.1pp | 87.57%-75.9pp | 73.14%-61.5pp |
| Employer contribution / active EE | $864 | $2,051-57.9% | $2,759-68.7% | $2,342-63.1% |
| Participant deferral / active EE | $823 | $2,465-66.6% | $3,329-75.3% | $3,332-75.3% |
| Admin fee / account holder | $118 | $2,834-95.8% | $3,600-96.7% | $4,645-97.5% |