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 | $79,636 | $99,341-19.8% | $84,750-6.0% | $273,961-70.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.52% | 22.93%-15.4pp | 22.78%-15.3pp | 41.45%-33.9pp |
| Employer contribution / active EE | $1,567 | $4,214-62.8% | $3,574-56.2% | $4,869-67.8% |
| Participant deferral / active EE | $4,884 | $4,269+14.4% | $3,712+31.6% | $5,287-7.6% |
| Admin fee / account holder | $26 | $6,644-99.6% | $5,332-99.5% | $10,132-99.7% |