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 | $27,448 | $39,122-29.8% | $57,179-52.0% | $62,891-56.4% |
| Participation rate | 76.6% | 70.5%+6.1pp | 75.3%+1.3pp | 69.3%+7.3pp |
| Annual return | 8.50% | 9.23%-0.7pp | 14.59%-6.1pp | 20.14%-11.6pp |
| Employer contribution / active EE | $740 | $1,874-60.5% | $2,682-72.4% | $2,281-67.6% |
| Participant deferral / active EE | $2,189 | $2,374-7.8% | $3,096-29.3% | $3,203-31.7% |
| Admin fee / account holder | $35 | $2,592-98.6% | $3,139-98.9% | $4,296-99.2% |