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 | $61,905 | $135,952-54.5% | $123,892-50.0% | $273,961-77.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.30% | 56.63%-46.3pp | 47.52%-37.2pp | 41.45%-31.2pp |
| Employer contribution / active EE | $5,909 | $5,170+14.3% | $4,617+28.0% | $4,869+21.4% |
| Participant deferral / active EE | $7,841 | $6,343+23.6% | $5,984+31.0% | $5,287+48.3% |
| Admin fee / account holder | $118 | $9,817-98.8% | $8,357-98.6% | $10,132-98.8% |