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 | $32,478 | $93,346-65.2% | $71,796-54.8% | $273,961-88.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 6.42% | 130.39%-124.0pp | 78.04%-71.6pp | 41.45%-35.0pp |
| Employer contribution / active EE | $1,317 | $2,733-51.8% | $1,924-31.6% | $4,869-73.0% |
| Participant deferral / active EE | $3,562 | $3,475+2.5% | $2,794+27.5% | $5,287-32.6% |
| Admin fee / account holder | $18 | $6,571-99.7% | $4,815-99.6% | $10,132-99.8% |