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 | $34,359 | $131,829-73.9% | $108,579-68.4% | $273,961-87.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.19% | -91.57%+96.8pp | -51.70%+56.9pp | 41.45%-36.3pp |
| Employer contribution / active EE | $2,400 | $4,912-51.1% | $3,758-36.1% | $4,869-50.7% |
| Participant deferral / active EE | $2,966 | $5,127-42.2% | $4,311-31.2% | $5,287-43.9% |
| Admin fee / account holder | $70 | $10,252-99.3% | $7,645-99.1% | $10,132-99.3% |