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 | $41,383 | $62,586-33.9% | $76,768-46.1% | $64,186-35.5% |
| Participation rate | 79.1% | 72.8%+6.3pp | 77.0%+2.1pp | 69.6%+9.5pp |
| Annual return | -5.93% | -1.95%-4.0pp | 2.43%-8.4pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,163 | $1,832-36.5% | $2,485-53.2% | $2,381-51.1% |
| Participant deferral / active EE | $3,645 | $3,145+15.9% | $3,852-5.4% | $3,470+5.1% |
| Admin fee / account holder | $185 | $4,667-96.0% | $6,675-97.2% | $4,888-96.2% |