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 | $24,601 | $45,073-45.4% | $69,455-64.6% | $72,985-66.3% |
| Participation rate | 96.2% | 68.5%+27.7pp | 74.6%+21.6pp | 69.5%+26.7pp |
| Annual return | 17.96% | 22.65%-4.7pp | 28.97%-11.0pp | 81.00%-63.0pp |
| Employer contribution / active EE | $505 | $2,054-75.4% | $2,779-81.8% | $2,440-79.3% |
| Participant deferral / active EE | $1,011 | $2,602-61.2% | $3,535-71.4% | $3,607-72.0% |
| Admin fee / account holder | $151 | $3,056-95.1% | $3,839-96.1% | $5,124-97.1% |