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 | $14,903 | $39,122-61.9% | $57,179-73.9% | $62,891-76.3% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 6.64% | 9.23%-2.6pp | 14.59%-7.9pp | 20.14%-13.5pp |
| Employer contribution / active EE | $895 | $1,874-52.2% | $2,682-66.6% | $2,281-60.7% |
| Participant deferral / active EE | $1,192 | $2,374-49.8% | $3,096-61.5% | $3,203-62.8% |
| Admin fee / account holder | $21 | $2,592-99.2% | $3,139-99.3% | $4,296-99.5% |