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 | $20,364 | $112,881-82.0% | $90,951-77.6% | $158,922-87.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 13.35% | 215.79%-202.4pp | 134.60%-121.3pp | 302.83%-289.5pp |
| Employer contribution / active EE | $2,096 | $2,893-27.5% | $2,122-1.2% | $4,761-56.0% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,982-100.0% |
| Admin fee / account holder | $204 | $8,041-97.5% | $5,959-96.6% | $11,246-98.2% |