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 | $42,583 | $163,101-73.9% | $136,749-68.9% | $142,382-70.1% |
| Participation rate | 90.9% | 78.2%+12.7pp | 72.1%+18.8pp | 80.1%+10.8pp |
| Annual return | 15.85% | 27.54%-11.7pp | 24.33%-8.5pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,527 | $4,117-62.9% | $3,400-55.1% | $4,299-64.5% |
| Participant deferral / active EE | $3,053 | $5,585-45.3% | $4,692-34.9% | $6,507-53.1% |
| Admin fee / account holder | $279 | $14,318-98.1% | $11,386-97.6% | $12,624-97.8% |