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 | $13,963 | $48,795-71.4% | $65,493-78.7% | $84,808-83.5% |
| Participation rate | 88.9% | 67.0%+21.9pp | 73.1%+15.8pp | 68.3%+20.6pp |
| Annual return | 12.38% | 20.20%-7.8pp | 982.45%-970.1pp | 40.90%-28.5pp |
| Employer contribution / active EE | $403 | $1,930-79.1% | $2,574-84.3% | $2,631-84.7% |
| Participant deferral / active EE | $2,592 | $2,928-11.5% | $3,961-34.6% | $4,212-38.5% |
| Admin fee / account holder | $220 | $3,877-94.3% | $5,028-95.6% | $7,344-97.0% |