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 | $10,789 | $43,327-75.1% | $59,878-82.0% | $64,186-83.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 7.21% | -1.55%+8.8pp | 3.46%+3.7pp | 7.63%-0.4pp |
| Employer contribution / active EE | $1,060 | $2,028-47.7% | $2,722-61.1% | $2,381-55.5% |
| Participant deferral / active EE | $1,216 | $2,546-52.2% | $3,402-64.3% | $3,470-65.0% |
| Admin fee / account holder | $219 | $3,005-92.7% | $3,590-93.9% | $4,888-95.5% |