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 | $86,691 | $100,773-14.0% | $88,946-2.5% | $142,382-39.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.34% | 70.18%-51.8pp | 57.82%-39.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,879 | $2,918-35.6% | $2,555-26.5% | $4,299-56.3% |
| Participant deferral / active EE | $2,352 | $5,230-55.0% | $4,581-48.7% | $6,507-63.9% |
| Admin fee / account holder | $150 | $9,693-98.5% | $8,261-98.2% | $12,624-98.8% |