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 | $45,557 | $56,054-18.7% | $171,082-73.4% | $62,891-27.6% |
| Participation rate | 87.3% | 62.9%+24.5pp | 76.7%+10.6pp | 69.3%+18.0pp |
| Annual return | 8.62% | 22.52%-13.9pp | 32.56%-23.9pp | 20.14%-11.5pp |
| Employer contribution / active EE | $421 | $1,731-75.7% | $4,002-89.5% | $2,281-81.5% |
| Participant deferral / active EE | $3,005 | $3,158-4.8% | $4,797-37.4% | $3,203-6.2% |
| Admin fee / account holder | $36 | $3,647-99.0% | $8,520-99.6% | $4,296-99.2% |