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 | $42,972 | $72,012-40.3% | $185,823-76.9% | $79,858-46.2% |
| Participation rate | 93.0% | 65.8%+27.3pp | 78.0%+15.0pp | 69.6%+23.4pp |
| Annual return | 23.48% | 23.12%+0.4pp | 35.95%-12.5pp | 31.71%-8.2pp |
| Employer contribution / active EE | $954 | $1,965-51.4% | $4,087-76.7% | $2,471-61.4% |
| Participant deferral / active EE | $2,655 | $3,779-29.7% | $5,632-52.9% | $3,740-29.0% |
| Admin fee / account holder | $143 | $4,513-96.8% | $9,500-98.5% | $5,306-97.3% |