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 | $54,433 | $99,341-45.2% | $84,750-35.8% | $273,961-80.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 11.55% | 22.93%-11.4pp | 22.78%-11.2pp | 41.45%-29.9pp |
| Employer contribution / active EE | $16,643 | $4,214+295.0% | $3,574+365.6% | $4,869+241.8% |
| Participant deferral / active EE | $9,463 | $4,269+121.6% | $3,712+154.9% | $5,287+79.0% |
| Admin fee / account holder | $131 | $6,644-98.0% | $5,332-97.5% | $10,132-98.7% |