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 | $93,753 | $135,952-31.0% | $123,892-24.3% | $273,961-65.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.90% | 56.63%-50.7pp | 47.52%-41.6pp | 41.45%-35.6pp |
| Employer contribution / active EE | $5,409 | $5,170+4.6% | $4,617+17.2% | $4,869+11.1% |
| Participant deferral / active EE | $7,165 | $6,343+13.0% | $5,984+19.7% | $5,287+35.5% |
| Admin fee / account holder | $13 | $9,817-99.9% | $8,357-99.9% | $10,132-99.9% |