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 6-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 | $25,095 | $90,503-72.3% | $78,689-68.1% | $273,961-90.8% |
| Participation rate | 84.6% | 76.5%+8.1pp | 73.6%+11.1pp | 83.0%+1.6pp |
| Annual return | 6.66% | 75.60%-68.9pp | 62.18%-55.5pp | 41.45%-34.8pp |
| Employer contribution / active EE | $5,663 | $3,176+78.3% | $2,851+98.6% | $4,869+16.3% |
| Participant deferral / active EE | $942 | $3,901-75.9% | $3,517-73.2% | $5,287-82.2% |
| Admin fee / account holder | $167 | $5,263-96.8% | $4,510-96.3% | $10,132-98.4% |