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 | $5,794 | $24,730-76.6% | $66,042-91.2% | $84,808-93.2% |
| Participation rate | 79.3% | 68.1%+11.2pp | 67.5%+11.8pp | 68.3%+11.0pp |
| Annual return | 16.80% | 79.55%-62.8pp | 52.11%-35.3pp | 40.90%-24.1pp |
| Employer contribution / active EE | $696 | $857-18.8% | $1,579-55.9% | $2,631-73.6% |
| Participant deferral / active EE | $1,249 | $1,737-28.1% | $2,835-56.0% | $4,212-70.4% |
| Admin fee / account holder | $160 | $3,014-94.7% | $5,747-97.2% | $7,344-97.8% |