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 | $47,608 | $80,717-41.0% | $154,803-69.2% | $84,808-43.9% |
| Participation rate | 73.8% | 66.8%+7.0pp | 78.1%-4.3pp | 68.3%+5.5pp |
| Annual return | 15.41% | 37.96%-22.5pp | 58.88%-43.5pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,079 | $2,761-60.9% | $4,305-74.9% | $2,631-59.0% |
| Participant deferral / active EE | $2,812 | $3,303-14.9% | $5,540-49.2% | $4,212-33.2% |
| Admin fee / account holder | $276 | $6,746-95.9% | $14,329-98.1% | $7,344-96.2% |