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 | $55,052 | $39,122+40.7% | $57,179-3.7% | $62,891-12.5% |
| Participation rate | 96.2% | 70.5%+25.7pp | 75.3%+20.8pp | 69.3%+26.8pp |
| Annual return | 5.31% | 9.23%-3.9pp | 14.59%-9.3pp | 20.14%-14.8pp |
| Employer contribution / active EE | $11,599 | $1,874+518.9% | $2,682+332.4% | $2,281+408.6% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $110 | $2,592-95.7% | $3,139-96.5% | $4,296-97.4% |