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 | $38,572 | $93,071-58.6% | $74,583-48.3% | $273,961-85.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 6.44% | 26.18%-19.7pp | 20.47%-14.0pp | 41.45%-35.0pp |
| Employer contribution / active EE | $8,148 | $3,160+157.9% | $2,525+222.7% | $4,869+67.4% |
| Participant deferral / active EE | $10,338 | $4,160+148.5% | $3,458+199.0% | $5,287+95.5% |
| Admin fee / account holder | $281 | $5,272-94.7% | $4,138-93.2% | $10,132-97.2% |