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 | $59,959 | $87,841-31.7% | $133,980-55.2% | $62,891-4.7% |
| Participation rate | 90.9% | 83.4%+7.5pp | 87.1%+3.8pp | 69.3%+21.6pp |
| Annual return | 6.52% | 12.05%-5.5pp | 29.30%-22.8pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,116 | $3,483-68.0% | $5,211-78.6% | $2,281-51.1% |
| Participant deferral / active EE | $3,680 | $4,812-23.5% | $6,282-41.4% | $3,203+14.9% |
| Admin fee / account holder | $38 | $5,371-99.3% | $9,324-99.6% | $4,296-99.1% |