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 | $48,705 | $88,707-45.1% | $74,183-34.3% | $273,961-82.2% |
| Participation rate | 89.5% | 79.4%+10.0pp | 76.6%+12.9pp | 83.0%+6.5pp |
| Annual return | 7.86% | 11.94%-4.1pp | 17.74%-9.9pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,120 | $3,159-64.5% | $2,370-52.7% | $4,869-77.0% |
| Participant deferral / active EE | $3,276 | $4,212-22.2% | $3,550-7.7% | $5,287-38.0% |
| Admin fee / account holder | $111 | $8,717-98.7% | $5,586-98.0% | $10,132-98.9% |