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 | $95,748 | $135,952-29.6% | $123,892-22.7% | $273,961-65.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.87% | 56.63%-51.8pp | 47.52%-42.6pp | 41.45%-36.6pp |
| Employer contribution / active EE | $872 | $5,170-83.1% | $4,617-81.1% | $4,869-82.1% |
| Participant deferral / active EE | $3,161 | $6,343-50.2% | $5,984-47.2% | $5,287-40.2% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |