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 | $27,363 | $48,076-43.1% | $78,689-65.2% | $62,891-56.5% |
| Participation rate | 84.6% | 65.2%+19.4pp | 73.6%+11.1pp | 69.3%+15.3pp |
| Annual return | 5.70% | 31.35%-25.7pp | 62.18%-56.5pp | 20.14%-14.4pp |
| Employer contribution / active EE | $552 | $2,015-72.6% | $2,851-80.6% | $2,281-75.8% |
| Participant deferral / active EE | $1,680 | $2,588-35.1% | $3,517-52.2% | $3,203-47.5% |
| Admin fee / account holder | $240 | $3,207-92.5% | $4,510-94.7% | $4,296-94.4% |