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 | $27,031 | $99,341-72.8% | $84,750-68.1% | $273,961-90.1% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 9.63% | 22.93%-13.3pp | 22.78%-13.2pp | 41.45%-31.8pp |
| Employer contribution / active EE | $2,250 | $4,214-46.6% | $3,574-37.0% | $4,869-53.8% |
| Participant deferral / active EE | $9,364 | $4,269+119.3% | $3,712+152.3% | $5,287+77.1% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |