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 | $14,562 | $91,190-84.0% | $178,490-91.8% | $79,858-81.8% |
| Participation rate | 76.3% | 69.2%+7.1pp | 81.9%-5.7pp | 69.6%+6.6pp |
| Annual return | 16.93% | 24.19%-7.3pp | 151.07%-134.1pp | 31.71%-14.8pp |
| Employer contribution / active EE | $700 | $3,256-78.5% | $5,011-86.0% | $2,471-71.7% |
| Participant deferral / active EE | $2,313 | $3,236-28.5% | $5,202-55.5% | $3,740-38.1% |
| Admin fee / account holder | $229 | $6,751-96.6% | $13,984-98.4% | $5,306-95.7% |