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 | $55,565 | $50,958+9.0% | $74,550-25.5% | $64,186-13.4% |
| Participation rate | 75.5% | 61.1%+14.5pp | 69.1%+6.4pp | 69.6%+5.9pp |
| Annual return | -6.17% | -1.86%-4.3pp | 32.53%-38.7pp | 7.63%-13.8pp |
| Employer contribution / active EE | $794 | $1,115-28.8% | $1,961-59.5% | $2,381-66.6% |
| Participant deferral / active EE | $1,821 | $2,301-20.9% | $3,108-41.4% | $3,470-47.5% |
| Admin fee / account holder | $75 | $4,223-98.2% | $5,060-98.5% | $4,888-98.5% |