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 | $20,636 | $63,764-67.6% | $81,930-74.8% | $79,858-74.2% |
| Participation rate | 75.6% | 67.5%+8.1pp | 72.0%+3.6pp | 69.6%+6.0pp |
| Annual return | 11.77% | 22.66%-10.9pp | 29.49%-17.7pp | 31.71%-19.9pp |
| Employer contribution / active EE | $1,213 | $1,795-32.4% | $4,310-71.9% | $2,471-50.9% |
| Participant deferral / active EE | $1,563 | $2,780-43.8% | $7,107-78.0% | $3,740-58.2% |
| Admin fee / account holder | $60 | $4,426-98.6% | $5,158-98.8% | $5,306-98.9% |