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 | $36,061 | $55,706-35.3% | $75,886-52.5% | $72,985-50.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 23.17% | 27.59%-4.4pp | 30.76%-7.6pp | 81.00%-57.8pp |
| Employer contribution / active EE | $4,267 | $1,687+153.0% | $2,500+70.7% | $2,440+74.9% |
| Participant deferral / active EE | $1,227 | $2,634-53.4% | $3,603-65.9% | $3,607-66.0% |
| Admin fee / account holder | $248 | $3,978-93.8% | $5,418-95.4% | $5,124-95.2% |