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 | $18,497 | $93,071-80.1% | $74,583-75.2% | $273,961-93.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 17.13% | 26.18%-9.0pp | 20.47%-3.3pp | 41.45%-24.3pp |
| Employer contribution / active EE | $1,470 | $3,160-53.5% | $2,525-41.8% | $4,869-69.8% |
| Participant deferral / active EE | $7,568 | $4,160+81.9% | $3,458+118.9% | $5,287+43.1% |
| Admin fee / account holder | $116 | $5,272-97.8% | $4,138-97.2% | $10,132-98.9% |