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 | $21,690 | $56,897-61.9% | $84,750-74.4% | $62,891-65.5% |
| Participation rate | 97.5% | 68.5%+29.0pp | 76.6%+20.9pp | 69.3%+28.2pp |
| Annual return | 4.49% | 6.30%-1.8pp | 22.78%-18.3pp | 20.14%-15.6pp |
| Employer contribution / active EE | $5,719 | $2,400+138.3% | $3,574+60.0% | $2,281+150.7% |
| Participant deferral / active EE | $3,609 | $2,709+33.2% | $3,712-2.8% | $3,203+12.7% |
| Admin fee / account holder | $6 | $3,581-99.8% | $5,332-99.9% | $4,296-99.8% |