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 | $43,851 | $99,341-55.9% | $84,750-48.3% | $273,961-84.0% |
| Participation rate | 92.9% | 80.7%+12.2pp | 76.6%+16.3pp | 83.0%+9.8pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.45%-41.5pp |
| Employer contribution / active EE | $2,629 | $4,214-37.6% | $3,574-26.5% | $4,869-46.0% |
| Participant deferral / active EE | $3,507 | $4,269-17.9% | $3,712-5.5% | $5,287-33.7% |
| Admin fee / account holder | $24 | $6,644-99.6% | $5,332-99.5% | $10,132-99.8% |