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 | $65,273 | $131,829-50.5% | $108,579-39.9% | $273,961-76.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 11.08% | -91.57%+102.6pp | -51.70%+62.8pp | 41.45%-30.4pp |
| Employer contribution / active EE | $5,070 | $4,912+3.2% | $3,758+34.9% | $4,869+4.1% |
| Participant deferral / active EE | $11,760 | $5,127+129.4% | $4,311+172.8% | $5,287+122.4% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |