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 | $48,776 | $181,894-73.2% | $156,549-68.8% | $273,961-82.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 14.22% | 30.74%-16.5pp | 32.23%-18.0pp | 41.45%-27.2pp |
| Employer contribution / active EE | $8,938 | $6,248+43.0% | $5,501+62.5% | $4,869+83.6% |
| Participant deferral / active EE | $6,197 | $5,550+11.7% | $4,871+27.2% | $5,287+17.2% |
| Admin fee / account holder | $7 | $15,559-100.0% | $13,027-99.9% | $10,132-99.9% |