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 | $36,542 | $84,233-56.6% | $170,442-78.6% | $70,131-47.9% |
| Participation rate | 85.0% | 70.8%+14.2pp | 83.6%+1.4pp | 69.5%+15.5pp |
| Annual return | 17.64% | 23.06%-5.4pp | 205.93%-188.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $1,074 | $3,387-68.3% | $5,433-80.2% | $2,342-54.1% |
| Participant deferral / active EE | $2,256 | $3,086-26.9% | $4,939-54.3% | $3,332-32.3% |
| Admin fee / account holder | $226 | $5,698-96.0% | $13,880-98.4% | $4,645-95.1% |