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 | $47,741 | $90,503-47.2% | $78,689-39.3% | $273,961-82.6% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 2.96% | 75.60%-72.6pp | 62.18%-59.2pp | 41.45%-38.5pp |
| Employer contribution / active EE | $880 | $3,176-72.3% | $2,851-69.1% | $4,869-81.9% |
| Participant deferral / active EE | $4,255 | $3,901+9.1% | $3,517+21.0% | $5,287-19.5% |
| Admin fee / account holder | $34 | $5,263-99.4% | $4,510-99.3% | $10,132-99.7% |