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 | $36,600 | $96,557-62.1% | $80,975-54.8% | $273,961-86.6% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 21.32% | 15.14%+6.2pp | 17.10%+4.2pp | 41.45%-20.1pp |
| Employer contribution / active EE | $2,362 | $4,868-51.5% | $3,714-36.4% | $4,869-51.5% |
| Participant deferral / active EE | $6,974 | $6,598+5.7% | $5,696+22.4% | $5,287+31.9% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |