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 | $50,779 | $60,349-15.9% | $74,183-31.5% | $62,891-19.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.11% | 21.37%-14.3pp | 17.74%-10.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $2,036 | $1,680+21.2% | $2,370-14.1% | $2,281-10.7% |
| Participant deferral / active EE | $1,911 | $2,856-33.1% | $3,550-46.2% | $3,203-40.3% |
| Admin fee / account holder | $88 | $4,261-97.9% | $5,586-98.4% | $4,296-97.9% |