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 | $14,480 | $90,503-84.0% | $78,689-81.6% | $273,961-94.7% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 5.67% | 75.60%-69.9pp | 62.18%-56.5pp | 41.45%-35.8pp |
| Employer contribution / active EE | $327 | $3,176-89.7% | $2,851-88.5% | $4,869-93.3% |
| Participant deferral / active EE | $1,499 | $3,901-61.6% | $3,517-57.4% | $5,287-71.7% |
| Admin fee / account holder | $34 | $5,263-99.4% | $4,510-99.2% | $10,132-99.7% |