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 | $49,503 | $67,606-26.8% | $82,313-39.9% | $70,131-29.4% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.9%+3.1pp | 69.5%+10.5pp |
| Annual return | 18.73% | 21.57%-2.8pp | 25.88%-7.2pp | 73.14%-54.4pp |
| Employer contribution / active EE | $407 | $1,755-76.8% | $2,428-83.2% | $2,342-82.6% |
| Participant deferral / active EE | $2,731 | $2,987-8.6% | $3,706-26.3% | $3,332-18.0% |
| Admin fee / account holder | $248 | $4,512-94.5% | $5,608-95.6% | $4,645-94.7% |