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 | $24,273 | $90,503-73.2% | $78,689-69.2% | $273,961-91.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.58% | 75.60%-69.0pp | 62.18%-55.6pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,317 | $3,176-58.5% | $2,851-53.8% | $4,869-72.9% |
| Participant deferral / active EE | $1,686 | $3,901-56.8% | $3,517-52.1% | $5,287-68.1% |
| Admin fee / account holder | $187 | $5,263-96.5% | $4,510-95.9% | $10,132-98.2% |