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 | $36,109 | $90,503-60.1% | $78,689-54.1% | $273,961-86.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.42% | 75.60%-71.2pp | 62.18%-57.8pp | 41.45%-37.0pp |
| Employer contribution / active EE | $4,453 | $3,176+40.2% | $2,851+56.2% | $4,869-8.5% |
| Participant deferral / active EE | $791 | $3,901-79.7% | $3,517-77.5% | $5,287-85.0% |
| Admin fee / account holder | $10 | $5,263-99.8% | $4,510-99.8% | $10,132-99.9% |