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 | $29,046 | $60,892-52.3% | $82,389-64.7% | $84,808-65.8% |
| Participation rate | 72.4% | 63.3%+9.1pp | 69.5%+2.9pp | 68.3%+4.1pp |
| Annual return | 18.49% | 37.29%-18.8pp | 28.67%-10.2pp | 40.90%-22.4pp |
| Employer contribution / active EE | $744 | $1,779-58.2% | $2,517-70.4% | $2,631-71.7% |
| Participant deferral / active EE | $3,702 | $3,179+16.5% | $4,155-10.9% | $4,212-12.1% |
| Admin fee / account holder | $2 | $5,467-100.0% | $7,231-100.0% | $7,344-100.0% |