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 | $25,411 | $56,897-55.3% | $84,750-70.0% | $62,891-59.6% |
| Participation rate | 79.3% | 68.5%+10.8pp | 76.6%+2.7pp | 69.3%+10.0pp |
| Annual return | 7.07% | 6.30%+0.8pp | 22.78%-15.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,431 | $2,400-40.4% | $3,574-60.0% | $2,281-37.3% |
| Participant deferral / active EE | $1,863 | $2,709-31.2% | $3,712-49.8% | $3,203-41.8% |
| Admin fee / account holder | $196 | $3,581-94.5% | $5,332-96.3% | $4,296-95.4% |