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 | $25,233 | $93,346-73.0% | $71,796-64.9% | $273,961-90.8% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.1%+5.9pp | 83.0%-8.0pp |
| Annual return | 1.81% | 130.39%-128.6pp | 78.04%-76.2pp | 41.45%-39.6pp |
| Employer contribution / active EE | $536 | $2,733-80.4% | $1,924-72.2% | $4,869-89.0% |
| Participant deferral / active EE | $988 | $3,475-71.6% | $2,794-64.7% | $5,287-81.3% |
| Admin fee / account holder | $10 | $6,571-99.8% | $4,815-99.8% | $10,132-99.9% |