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 | $33,742 | $152,587-77.9% | $125,175-73.0% | $152,861-77.9% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 28.13% | 54.84%-26.7pp | 43.79%-15.7pp | 345.32%-317.2pp |
| Employer contribution / active EE | $3,536 | $4,946-28.5% | $3,865-8.5% | $4,762-25.8% |
| Participant deferral / active EE | $6,736 | $5,868+14.8% | $4,937+36.5% | $5,850+15.1% |
| Admin fee / account holder | $20 | $13,434-99.9% | $9,702-99.8% | $11,596-99.8% |