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 | $29,255 | $99,341-70.6% | $84,750-65.5% | $273,961-89.3% |
| Participation rate | 70.0% | 80.7%-10.7pp | 76.6%-6.6pp | 83.0%-13.0pp |
| Annual return | 10.98% | 22.93%-11.9pp | 22.78%-11.8pp | 41.45%-30.5pp |
| Employer contribution / active EE | $2,712 | $4,214-35.6% | $3,574-24.1% | $4,869-44.3% |
| Participant deferral / active EE | $7,477 | $4,269+75.1% | $3,712+101.5% | $5,287+41.4% |
| Admin fee / account holder | $230 | $6,644-96.5% | $5,332-95.7% | $10,132-97.7% |