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 | $25,317 | $96,557-73.8% | $80,975-68.7% | $273,961-90.8% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 15.10% | 15.14%0pp | 17.10%-2.0pp | 41.45%-26.4pp |
| Employer contribution / active EE | $3,486 | $4,868-28.4% | $3,714-6.2% | $4,869-28.4% |
| Participant deferral / active EE | $9,878 | $6,598+49.7% | $5,696+73.4% | $5,287+86.8% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |