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 | $29,206 | $90,503-67.7% | $78,689-62.9% | $273,961-89.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.19% | 75.60%-71.4pp | 62.18%-58.0pp | 41.45%-37.3pp |
| Employer contribution / active EE | $2,422 | $3,176-23.7% | $2,851-15.0% | $4,869-50.3% |
| Participant deferral / active EE | $3,740 | $3,901-4.1% | $3,517+6.4% | $5,287-29.3% |
| Admin fee / account holder | $149 | $5,263-97.2% | $4,510-96.7% | $10,132-98.5% |