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 | $68,590 | $153,772-55.4% | $133,980-48.8% | $273,961-75.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.03% | 36.51%-27.5pp | 29.30%-20.3pp | 41.45%-32.4pp |
| Employer contribution / active EE | $3,700 | $6,029-38.6% | $5,211-29.0% | $4,869-24.0% |
| Participant deferral / active EE | $7,557 | $6,958+8.6% | $6,282+20.3% | $5,287+42.9% |
| Admin fee / account holder | $284 | $11,765-97.6% | $9,324-97.0% | $10,132-97.2% |