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 | $22,169 | $65,685-66.2% | $57,179-61.2% | $273,961-91.9% |
| Participation rate | 85.7% | 78.3%+7.4pp | 75.3%+10.4pp | 83.0%+2.7pp |
| Annual return | 6.47% | 21.99%-15.5pp | 14.59%-8.1pp | 41.45%-35.0pp |
| Employer contribution / active EE | $1,383 | $3,279-57.8% | $2,682-48.4% | $4,869-71.6% |
| Participant deferral / active EE | $2,763 | $3,782-26.9% | $3,096-10.8% | $5,287-47.7% |
| Admin fee / account holder | $19 | $4,835-99.6% | $3,139-99.4% | $10,132-99.8% |