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 | $13,407 | $95,193-85.9% | $76,523-82.5% | $135,375-90.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 2.06% | 4.85%-2.8pp | -0.27%+2.3pp | 519.73%-517.7pp |
| Employer contribution / active EE | $1,194 | $3,302-63.9% | $2,647-54.9% | $4,779-75.0% |
| Participant deferral / active EE | $1,330 | $4,639-71.3% | $3,835-65.3% | $5,609-76.3% |
| Admin fee / account holder | $7 | $6,249-99.9% | $4,848-99.9% | $10,827-99.9% |