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 | $39,842 | $96,557-58.7% | $80,975-50.8% | $273,961-85.5% |
| Participation rate | 72.2% | 79.1%-6.9pp | 75.8%-3.6pp | 83.0%-10.8pp |
| Annual return | 7.22% | 15.14%-7.9pp | 17.10%-9.9pp | 41.45%-34.2pp |
| Employer contribution / active EE | $3,848 | $4,868-20.9% | $3,714+3.6% | $4,869-21.0% |
| Participant deferral / active EE | $3,433 | $6,598-48.0% | $5,696-39.7% | $5,287-35.1% |
| Admin fee / account holder | $199 | $7,492-97.3% | $5,516-96.4% | $10,132-98.0% |