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 | $28,058 | $77,634-63.9% | $156,549-82.1% | $62,891-55.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 12.30% | 50.32%-38.0pp | 32.23%-19.9pp | 20.14%-7.8pp |
| Employer contribution / active EE | $2,523 | $3,444-26.7% | $5,501-54.1% | $2,281+10.6% |
| Participant deferral / active EE | $3,528 | $3,045+15.9% | $4,871-27.6% | $3,203+10.2% |
| Admin fee / account holder | $74 | $5,561-98.7% | $13,027-99.4% | $4,296-98.3% |