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 | $79,533 | $103,376-23.1% | $87,100-8.7% | $152,861-48.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 18.05% | 28.10%-10.0pp | 28.19%-10.1pp | 345.32%-327.3pp |
| Employer contribution / active EE | $7,143 | $3,220+121.8% | $2,521+183.3% | $4,762+50.0% |
| Participant deferral / active EE | $8,590 | $4,778+79.8% | $4,049+112.2% | $5,850+46.8% |
| Admin fee / account holder | $79 | $12,205-99.4% | $7,497-99.0% | $11,596-99.3% |