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 | $39,133 | $88,707-55.9% | $74,183-47.2% | $273,961-85.7% |
| Participation rate | 82.6% | 79.4%+3.2pp | 76.6%+6.0pp | 83.0%-0.4pp |
| Annual return | 8.01% | 11.94%-3.9pp | 17.74%-9.7pp | 41.45%-33.4pp |
| Employer contribution / active EE | $1,086 | $3,159-65.6% | $2,370-54.2% | $4,869-77.7% |
| Participant deferral / active EE | $1,508 | $4,212-64.2% | $3,550-57.5% | $5,287-71.5% |
| Admin fee / account holder | $232 | $8,717-97.3% | $5,586-95.8% | $10,132-97.7% |