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 | $51,242 | $88,707-42.2% | $74,183-30.9% | $273,961-81.3% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 7.70% | 11.94%-4.2pp | 17.74%-10.0pp | 41.45%-33.8pp |
| Employer contribution / active EE | $2,131 | $3,159-32.5% | $2,370-10.1% | $4,869-56.2% |
| Participant deferral / active EE | $2,536 | $4,212-39.8% | $3,550-28.6% | $5,287-52.0% |
| Admin fee / account holder | $4 | $8,717-99.9% | $5,586-99.9% | $10,132-100.0% |