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 | $34,767 | $181,894-80.9% | $156,549-77.8% | $273,961-87.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.50% | 30.74%-23.2pp | 32.23%-24.7pp | 41.45%-34.0pp |
| Employer contribution / active EE | $5,657 | $6,248-9.5% | $5,501+2.8% | $4,869+16.2% |
| Participant deferral / active EE | $3,460 | $5,550-37.6% | $4,871-29.0% | $5,287-34.5% |
| Admin fee / account holder | $107 | $15,559-99.3% | $13,027-99.2% | $10,132-98.9% |