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 | $15,145 | $90,503-83.3% | $78,689-80.8% | $273,961-94.5% |
| Participation rate | 92.3% | 76.5%+15.8pp | 73.6%+18.7pp | 83.0%+9.3pp |
| Annual return | 5.53% | 75.60%-70.1pp | 62.18%-56.6pp | 41.45%-35.9pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,894 | $3,901-25.8% | $3,517-17.7% | $5,287-45.3% |
| Admin fee / account holder | $106 | $5,263-98.0% | $4,510-97.6% | $10,132-99.0% |