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 | $51,642 | $96,557-46.5% | $80,975-36.2% | $273,961-81.1% |
| Participation rate | 93.3% | 79.1%+14.2pp | 75.8%+17.5pp | 83.0%+10.3pp |
| Annual return | 5.79% | 15.14%-9.3pp | 17.10%-11.3pp | 41.45%-35.7pp |
| Employer contribution / active EE | $541 | $4,868-88.9% | $3,714-85.4% | $4,869-88.9% |
| Participant deferral / active EE | $8,233 | $6,598+24.8% | $5,696+44.5% | $5,287+55.7% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |