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 | $74,318 | $168,632-55.9% | $147,614-49.7% | $125,391-40.7% |
| Participation rate | 77.8% | 88.8%-11.0pp | 84.6%-6.8pp | 83.2%-5.4pp |
| Annual return | 0.05% | 77.65%-77.6pp | 61.98%-61.9pp | 282.22%-282.2pp |
| Employer contribution / active EE | $2,016 | $6,252-67.8% | $5,564-63.8% | $4,866-58.6% |
| Participant deferral / active EE | $4,785 | $5,507-13.1% | $4,895-2.3% | $5,352-10.6% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |