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 | $42,648 | $93,071-54.2% | $74,583-42.8% | $273,961-84.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 9.78% | 26.18%-16.4pp | 20.47%-10.7pp | 41.45%-31.7pp |
| Employer contribution / active EE | $2,421 | $3,160-23.4% | $2,525-4.1% | $4,869-50.3% |
| Participant deferral / active EE | $3,368 | $4,160-19.0% | $3,458-2.6% | $5,287-36.3% |
| Admin fee / account holder | $149 | $5,272-97.2% | $4,138-96.4% | $10,132-98.5% |