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 | $34,175 | $88,583-61.4% | $88,497-61.4% | $273,961-87.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 5.64% | 5.68%0pp | 7.63%-2.0pp | 41.45%-35.8pp |
| Employer contribution / active EE | $7,880 | $4,502+75.0% | $4,036+95.2% | $4,869+61.8% |
| Participant deferral / active EE | $8,888 | $4,891+81.7% | $4,899+81.4% | $5,287+68.1% |
| Admin fee / account holder | $56 | $8,980-99.4% | $6,220-99.1% | $10,132-99.4% |