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 | $15,986 | $93,071-82.8% | $74,583-78.6% | $273,961-94.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 10.11% | 26.18%-16.1pp | 20.47%-10.4pp | 41.45%-31.3pp |
| Employer contribution / active EE | $1,880 | $3,160-40.5% | $2,525-25.5% | $4,869-61.4% |
| Participant deferral / active EE | $2,803 | $4,160-32.6% | $3,458-18.9% | $5,287-47.0% |
| Admin fee / account holder | $143 | $5,272-97.3% | $4,138-96.5% | $10,132-98.6% |