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 | $46,086 | $54,726-15.8% | $68,793-33.0% | $64,186-28.2% |
| Participation rate | 82.1% | 68.0%+14.1pp | 72.2%+9.9pp | 69.6%+12.6pp |
| Annual return | -6.40% | -1.62%-4.8pp | -4.63%-1.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,450 | $1,846-21.5% | $2,625-44.8% | $2,381-39.1% |
| Participant deferral / active EE | $4,215 | $2,626+60.5% | $3,311+27.3% | $3,470+21.5% |
| Admin fee / account holder | $194 | $4,027-95.2% | $5,131-96.2% | $4,888-96.0% |