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 | $47,131 | $48,076-2.0% | $78,689-40.1% | $62,891-25.1% |
| Participation rate | 84.1% | 65.2%+18.9pp | 73.6%+10.6pp | 69.3%+14.8pp |
| Annual return | 9.80% | 31.35%-21.6pp | 62.18%-52.4pp | 20.14%-10.3pp |
| Employer contribution / active EE | $1,837 | $2,015-8.8% | $2,851-35.6% | $2,281-19.5% |
| Participant deferral / active EE | $1,940 | $2,588-25.0% | $3,517-44.8% | $3,203-39.4% |
| Admin fee / account holder | $229 | $3,207-92.9% | $4,510-94.9% | $4,296-94.7% |