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 | $23,744 | $39,122-39.3% | $57,179-58.5% | $62,891-62.2% |
| Participation rate | 93.1% | 70.5%+22.6pp | 75.3%+17.8pp | 69.3%+23.8pp |
| Annual return | 8.26% | 9.23%-1.0pp | 14.59%-6.3pp | 20.14%-11.9pp |
| Employer contribution / active EE | $736 | $1,874-60.7% | $2,682-72.6% | $2,281-67.7% |
| Participant deferral / active EE | $921 | $2,374-61.2% | $3,096-70.2% | $3,203-71.2% |
| Admin fee / account holder | $216 | $2,592-91.7% | $3,139-93.1% | $4,296-95.0% |