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 5-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 | $36,835 | $81,460-54.8% | $103,333-64.4% | $80,856-54.4% |
| Participation rate | 88.5% | 66.8%+21.6pp | 74.5%+14.0pp | 67.6%+20.8pp |
| Annual return | 15.75% | 25.55%-9.8pp | 24.88%-9.1pp | 35.59%-19.8pp |
| Employer contribution / active EE | $1,215 | $3,105-60.9% | $3,868-68.6% | $2,755-55.9% |
| Participant deferral / active EE | $3,244 | $3,869-16.2% | $5,057-35.9% | $4,296-24.5% |
| Admin fee / account holder | $184 | $6,566-97.2% | $8,355-97.8% | $6,918-97.3% |