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 | $34,483 | $93,071-62.9% | $74,583-53.8% | $273,961-87.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 16.27% | 26.18%-9.9pp | 20.47%-4.2pp | 41.45%-25.2pp |
| Employer contribution / active EE | $7,493 | $3,160+137.2% | $2,525+196.7% | $4,869+53.9% |
| Participant deferral / active EE | $14,426 | $4,160+246.8% | $3,458+317.2% | $5,287+172.9% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |