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 | $31,088 | $88,707-65.0% | $74,183-58.1% | $273,961-88.7% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 6.19% | 11.94%-5.8pp | 17.74%-11.5pp | 41.45%-35.3pp |
| Employer contribution / active EE | $1,774 | $3,159-43.9% | $2,370-25.2% | $4,869-63.6% |
| Participant deferral / active EE | $3,826 | $4,212-9.1% | $3,550+7.8% | $5,287-27.6% |
| Admin fee / account holder | $13 | $8,717-99.9% | $5,586-99.8% | $10,132-99.9% |