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 | $58,530 | $99,341-41.1% | $84,750-30.9% | $273,961-78.6% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 7.00% | 22.93%-15.9pp | 22.78%-15.8pp | 41.45%-34.5pp |
| Employer contribution / active EE | $1,018 | $4,214-75.8% | $3,574-71.5% | $4,869-79.1% |
| Participant deferral / active EE | $7,285 | $4,269+70.6% | $3,712+96.3% | $5,287+37.8% |
| Admin fee / account holder | $17 | $6,644-99.7% | $5,332-99.7% | $10,132-99.8% |