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 | $32,366 | $181,894-82.2% | $156,549-79.3% | $273,961-88.2% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 8.30% | 30.74%-22.4pp | 32.23%-23.9pp | 41.45%-33.2pp |
| Employer contribution / active EE | $2,323 | $6,248-62.8% | $5,501-57.8% | $4,869-52.3% |
| Participant deferral / active EE | $3,493 | $5,550-37.1% | $4,871-28.3% | $5,287-33.9% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |