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 | $25,819 | $56,897-54.6% | $84,750-69.5% | $62,891-58.9% |
| Participation rate | 73.3% | 68.5%+4.8pp | 76.6%-3.3pp | 69.3%+4.0pp |
| Annual return | 10.26% | 6.30%+4.0pp | 22.78%-12.5pp | 20.14%-9.9pp |
| Employer contribution / active EE | $1,607 | $2,400-33.0% | $3,574-55.0% | $2,281-29.5% |
| Participant deferral / active EE | $2,582 | $2,709-4.7% | $3,712-30.4% | $3,203-19.4% |
| Admin fee / account holder | $246 | $3,581-93.1% | $5,332-95.4% | $4,296-94.3% |