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 | $23,450 | $88,707-73.6% | $74,183-68.4% | $273,961-91.4% |
| Participation rate | 77.8% | 79.4%-1.7pp | 76.6%+1.2pp | 83.0%-5.2pp |
| Annual return | 13.44% | 11.94%+1.5pp | 17.74%-4.3pp | 41.45%-28.0pp |
| Employer contribution / active EE | $1,269 | $3,159-59.8% | $2,370-46.5% | $4,869-73.9% |
| Participant deferral / active EE | $2,926 | $4,212-30.5% | $3,550-17.6% | $5,287-44.7% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |