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 | $31,494 | $93,346-66.3% | $71,796-56.1% | $273,961-88.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 9.10% | 130.39%-121.3pp | 78.04%-68.9pp | 41.45%-32.4pp |
| Employer contribution / active EE | $1,329 | $2,733-51.4% | $1,924-31.0% | $4,869-72.7% |
| Participant deferral / active EE | $5,234 | $3,475+50.6% | $2,794+87.3% | $5,287-1.0% |
| Admin fee / account holder | $211 | $6,571-96.8% | $4,815-95.6% | $10,132-97.9% |