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 | $18,734 | $56,897-67.1% | $84,750-77.9% | $62,891-70.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 8.95% | 6.30%+2.6pp | 22.78%-13.8pp | 20.14%-11.2pp |
| Employer contribution / active EE | $3,034 | $2,400+26.4% | $3,574-15.1% | $2,281+33.0% |
| Participant deferral / active EE | $2,823 | $2,709+4.2% | $3,712-23.9% | $3,203-11.9% |
| Admin fee / account holder | $253 | $3,581-92.9% | $5,332-95.2% | $4,296-94.1% |