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 | $19,410 | $96,557-79.9% | $80,975-76.0% | $273,961-92.9% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 7.15% | 15.14%-8.0pp | 17.10%-9.9pp | 41.45%-34.3pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,037 | $6,598-54.0% | $5,696-46.7% | $5,287-42.6% |
| Admin fee / account holder | $122 | $7,492-98.4% | $5,516-97.8% | $10,132-98.8% |