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 | $33,441 | $90,503-63.0% | $78,689-57.5% | $273,961-87.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 21.70% | 75.60%-53.9pp | 62.18%-40.5pp | 41.45%-19.8pp |
| Employer contribution / active EE | $10,917 | $3,176+243.8% | $2,851+283.0% | $4,869+124.2% |
| Participant deferral / active EE | $13,823 | $3,901+254.3% | $3,517+293.1% | $5,287+161.4% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |