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 | $28,580 | $99,341-71.2% | $84,750-66.3% | $273,961-89.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.87% | 22.93%-13.1pp | 22.78%-12.9pp | 41.45%-31.6pp |
| Employer contribution / active EE | $3,680 | $4,214-12.7% | $3,574+3.0% | $4,869-24.4% |
| Participant deferral / active EE | $6,457 | $4,269+51.3% | $3,712+74.0% | $5,287+22.1% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |