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 5-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 | $70,542 | $99,341-29.0% | $84,750-16.8% | $273,961-74.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 11.75% | 22.93%-11.2pp | 22.78%-11.0pp | 41.45%-29.7pp |
| Employer contribution / active EE | $6,782 | $4,214+61.0% | $3,574+89.7% | $4,869+39.3% |
| Participant deferral / active EE | $0 | $4,269-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $17 | $6,644-99.7% | $5,332-99.7% | $10,132-99.8% |