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 | $21,441 | $77,634-72.4% | $156,549-86.3% | $62,891-65.9% |
| Participation rate | 94.7% | 71.2%+23.5pp | 84.0%+10.7pp | 69.3%+25.4pp |
| Annual return | 7.73% | 50.32%-42.6pp | 32.23%-24.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,367 | $3,444-60.3% | $5,501-75.2% | $2,281-40.1% |
| Participant deferral / active EE | $2,117 | $3,045-30.5% | $4,871-56.5% | $3,203-33.9% |
| Admin fee / account holder | $222 | $5,561-96.0% | $13,027-98.3% | $4,296-94.8% |