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 | $41,253 | $215,361-80.8% | $171,082-75.9% | $273,961-84.9% |
| Participation rate | 77.8% | 82.0%-4.2pp | 76.7%+1.1pp | 83.0%-5.2pp |
| Annual return | 5.48% | 25.14%-19.7pp | 32.56%-27.1pp | 41.45%-36.0pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,625 | $5,543-70.7% | $4,797-66.1% | $5,287-69.3% |
| Admin fee / account holder | $14 | $10,846-99.9% | $8,520-99.8% | $10,132-99.9% |