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 | $135,764 | $96,557+40.6% | $80,975+67.7% | $273,961-50.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 9.66% | 15.14%-5.5pp | 17.10%-7.4pp | 41.45%-31.8pp |
| Employer contribution / active EE | $1,846 | $4,868-62.1% | $3,714-50.3% | $4,869-62.1% |
| Participant deferral / active EE | $2,902 | $6,598-56.0% | $5,696-49.1% | $5,287-45.1% |
| Admin fee / account holder | $20 | $7,492-99.7% | $5,516-99.6% | $10,132-99.8% |