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 | $17,882 | $64,307-72.2% | $57,343-68.8% | $125,391-85.7% |
| Participation rate | 85.7% | 78.6%+7.1pp | 75.1%+10.6pp | 83.2%+2.5pp |
| Annual return | 0.96% | 25.12%-24.2pp | 24.39%-23.4pp | 282.22%-281.3pp |
| Employer contribution / active EE | $1,845 | $3,193-42.2% | $2,689-31.4% | $4,866-62.1% |
| Participant deferral / active EE | $0 | $3,848-100.0% | $3,162-100.0% | $5,352-100.0% |
| Admin fee / account holder | $111 | $5,242-97.9% | $3,356-96.7% | $9,540-98.8% |